Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$322K
- Dental$170K
- Vision$170K
- Life$151K
- Short-term disability$151K
- Long-term disability$151K
Sponsor portfolio
ROYAL UNITED MORTGAGE, LLC
EIN 26-1773722financial servicesLatest filing 2024
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$322K premiums
Participants
762
7999 KNUE RD, SUITE 300 - INDIANAPOLIS, IN 46250317-664-7701royalunitedmortgage.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $322K premiums / 460 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- ANTHEM LIFE INSURANCE COMPANY53%
- RELIASTAR LIFE INSURANCE COMPANY47%
Broker market share
Schedule A broker compensation
96%top
- LOCASCIO HADDEN & DENNIS LLC96%
- WATCHTOWER BENEFITS, LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROYAL UNITED MORTGAGE LLC 401(K) PLAN
401k
Assets$18.6M
Participants449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROYAL UNITED MORTGAGE, LLC GROUP BENEFIT PLAN
Mixed - ANTHEM INSURANCE COMPANIES, INC.
Premiums$322K
Covered lives460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROYAL UNITED MORTGAGE LLC 401(K) PLAN | 401k | $18.6M | 449 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROYAL UNITED MORTGAGE, LLC GROUP BENEFIT PLAN | Mixed | ANTHEM INSURANCE COMPANIES, INC. | $322K | 460 | 2024 |
Retirement plans
Welfare plans