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Sponsor portfolio

AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE COMPANY, LLC

EIN 27-2389039-banking-Latest filing 2025
Plans
2
Retirement
1
$35.7M assets
Welfare
1
$1.0M premiums
Participants
1,563
700 EAST GATE DRIVE, SUITE 400 - MOUNT LAUREL, NJ 08054866-312-6682LinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401k-$35.7M - 985 part#502Mixed-$1.0M - 1,246 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$575K
  • Life$554K
  • Short-term disability$554K
  • Long-term disability$554K
  • Dental$413K
  • Vision$61K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA53%
  • DELTA DENTAL OF CALIFORNIA39%
  • UNITED HEALTHCARE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JOHNSON KENDALL AND JOHNSON100%
Total $118K1 slice

Plan deep-dives

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

AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE CO., LLC 401(K) PLAN

401k

Assets$35.7M
Participants985
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE COMPANY HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.0M
Covered lives1,246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE CO., LLC 401(K) PLAN401k$35.7M9852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE COMPANY HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.0M1,2462025
Retirement plans
Welfare plans
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