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  2. UNION HOME MORTGAGE CORP.
Sponsor portfolio

UNION HOME MORTGAGE CORP.

EIN 34-1084436-financial services-Latest filing 2025
Plans
2
Retirement
1
$94.9M assets
Welfare
1
$3.4M premiums
Participants
4,279
8241 DOW CIRCLE WEST - STRONGSVILLE, OH 44136440-234-4300uhm.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$94.9M - 2,735 part#501Fully Insured-$3.4M - 1,544 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 1,544 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$773K
  • Life$714K
  • Long-term disability$544K
  • Short-term disability$369K
  • Vision$248K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • UNITEDHEALTHCARE INSURANCE COMPANY43%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY32%
  • SUN LIFE ASSURANCE COMPANY OF CANADA19%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
  • HARTFORD LIFE AND ACCIDENT2%
Total $3.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • THE JAMES B OSWALD COMPANY84%
  • CENTRO BENEFITS RESEARCH LLC12%
  • THE BALDWIN GROUP WEST LLC4%
Total $367K3 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

UNION HOME MORTGAGE CORPORATION 401(K) PLAN

401k

Assets$94.9M
Participants2,735
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNION HOME MORTGAGE CORP. MEDICAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.4M
Covered lives1,544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNION HOME MORTGAGE CORPORATION 401(K) PLAN401k$94.9M2,7352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNION HOME MORTGAGE CORP. MEDICAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.4M1,5442025
Retirement plans
Welfare plans
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