Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$755K
- Dental$368K
- Long-term disability$215K
- Other$124K
- Life$110K
- Vision$108K
- +1 more
Filings through .
Mortgage Connect LP
EIN 26-1671848financial servicesLatest filing 2025
Plans
2
Retirement
1
$21.9M assets
Health & Benefits
1
$1.8M premiums
Participants
2,390
600 CLUBHOUSE DRIVE - MOON TOWNSHIP, PA 15108866-789-1814mortgageconnectlp.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.8M premiums / 2,137 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MORTGAGE CONNECT LP 401(K) PROFIT SHARING PLAN
401(k)
Assets$21.9M
Participants1,260
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MORTGAGE CONNECT, LP WELFARE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives2,137
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MORTGAGE CONNECT LP 401(K) PROFIT SHARING PLAN | 401(k) | $21.9M | 1,260 | 2025 |
- #001 · 401(k) · 20251,260
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MORTGAGE CONNECT, LP WELFARE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $1.8M | 2,137 | 2025 |
- #501 · Mixed · HM LIFE INSURANCE COMPANY · 20252,137
Retirement plans
Health & Benefits plans