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Sponsor portfolio

EQUITY PRIME MORTGAGE, LLC

EIN 26-2053389-banking-Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$411K premiums
Participants
618
5 CONCOURSE PKWY - QUEEN BUILDING, SUITE 2250 - ATLANTA, GA 30328678-205-3554LinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001401k-$5.6M - 325 part#501Mixed-$411K - 289 lives

Benefits portfolio analytics

1 plan / $411K premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$214K
  • Vision$214K
  • Life$197K
  • Short-term disability$197K
  • Long-term disability$197K
  • Other$197K
Total $411K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY48%
Total $411K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • CORPORATE SYNERGIES GROUP LLC92%
  • USI INSURANCE SERVICES LLC8%
Total $63K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EQUITY PRIME MORTGAGE, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.6M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EQUITY PRIME MORTGAGE LLC EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$411K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EQUITY PRIME MORTGAGE, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$5.6M3252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EQUITY PRIME MORTGAGE LLC EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$411K2892025
Retirement plans
Welfare plans
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