PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INTERLINC MORTGAGE SERVICES, LLC
Sponsor portfolio

INTERLINC MORTGAGE SERVICES, LLC

EIN 27-0349391-Latest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$798K premiums
Participants
392
5875 N. SAM HOUSTON PARKWAY W., SUITE 300 - HOUSTON, TX 77086281-210-5624
Plans on this EIN
2 filings
#001401k-$12.5M - 234 part#501Fully Insured-$798K - 168 lives

Benefits portfolio analytics

1 plan / $798K premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$510K
  • Prescription drug$510K
  • Vision$189K
  • Life$189K
  • Short-term disability$189K
  • Long-term disability$189K
  • +2 more
Total $798K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY24%
Total $798K2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • USI INSURANCE SERVICES LLC87%
  • BENEFI, LLC13%
Total $92K2 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

INTERLINC MORTGAGE SERVICES, LLC 401(K) PLAN

401k

Assets$12.5M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERLINC MORTGAGE SERVICES, LLC WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$798K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTERLINC MORTGAGE SERVICES, LLC 401(K) PLAN401k$12.5M2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERLINC MORTGAGE SERVICES, LLC WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$798K1682025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica