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Sponsor portfolio

PLAZA HOME MORTGAGE, INC.

EIN 33-0941669-financial services-Latest filing 2024
Plans
2
Retirement
1
$44.1M assets
Welfare
1
$4.8M premiums
Participants
1,019
9808 SCRANTON ROAD, #3000 - SAN DIEGO, CA 92121858-346-1208plazahomemortgage.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$44.1M - 553 part#501Fully Insured-$4.8M - 723 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 723 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Dental$3.0M
  • Vision$2.9M
  • Long-term disability$158K
  • Life$155K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY79%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • ARAG INSURANCE COMPANY0%
Total $4.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $323K1 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

PLAZA HOME MORTGAGE, INC. 401(K) PLAN

401k

Assets$44.1M
Participants553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLAZA HOME MORTGAGE INC. WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.8M
Covered lives723
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLAZA HOME MORTGAGE, INC. 401(K) PLAN401k$44.1M5532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLAZA HOME MORTGAGE INC. WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.8M7232024
Retirement plans
Welfare plans
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