PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RESIDENTIAL WHOLESALE MORTGAGE, INC
Sponsor portfolio

RESIDENTIAL WHOLESALE MORTGAGE, INC

EIN 33-0594693-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$14.7M assets
Welfare
1
$962K premiums
Participants
429
11234 EL CAMINO REAL, SUITE 100 - SAN DIEGO, CA 92130858-794-2155
Plans on this EIN
3 filings
#001401k-$9.9M - 90 part#002401k-$4.8M - 154 part#501Fully Insured-$962K - 181 lives

Retirement portfolio analytics

2 plans aggregated / $14.7M assets / 244 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • 1001 RETIREMENT PLAN (#001)67%
  • OPERATIONS RETIREMENT PLAN (#002)33%
Total $14.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OPERATIONS RETIREMENT PLAN (#002)154
  • 1001 RETIREMENT PLAN (#001)90
Total 244Click row to drill in

Benefits portfolio analytics

1 plan / $962K premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$811K
  • Prescription drug$811K
  • Dental$93K
  • Vision$93K
  • Other$41K
  • Long-term disability$18K
  • +1 more
Total $962K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITED HEALTHCARE INSURANCE COMPANY84%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • ACI SPECIALTY BENEFITS0%
Total $962K4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MARSH & MCLENNAN AGENCY LLC75%
  • BROWN & BROWN INSURANCE SERVICES25%
Total $59K2 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

RWM BUSINESS UNITS 1000 & 1001 RETIREMENT PLAN

401k

Assets$9.9M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RWM SALES & NONCORPORATE OPERATIONS RETIREMENT PLAN

401k

Assets$4.8M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RESIDENTIAL WHOLESALE MORTGAGE, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$962K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RWM BUSINESS UNITS 1000 & 1001 RETIREMENT PLAN401k$9.9M902024
002RWM SALES & NONCORPORATE OPERATIONS RETIREMENT PLAN401k$4.8M1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RESIDENTIAL WHOLESALE MORTGAGE, INC. HEALTH AND WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$962K1812024
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