Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Other$415K
- Short-term disability$371K
- Dental$328K
- Vision$328K
- +2 more
Sponsor portfolio
MANN MORTGAGE, LLC
EIN 34-2000096financial servicesLatest filing 2024
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$2.9M premiums
Participants
337
1230 WHITEFISH STAGE ROAD - KALISPELL, MT 59901406-751-6276LinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 80 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- AFLAC1%
Broker market share
Schedule A broker compensation
54%top
- PANORAMA RISK & INSURANCE SOLUTIONS54%
- CAPITAL FINANCIAL GROUP INC26%
- SHANNON L BRITTENHAM18%
- ASHLEIGH GEORGE3%
- CRAIG MICHELSEN0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MANN MORTGAGE, LLC 401(K) PLAN
401k
Assets$20.5M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MANN MORTGAGE, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF MONTANA
Premiums$2.9M
Covered lives80
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MANN MORTGAGE, LLC 401(K) PLAN | 401k | $20.5M | 321 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MANN MORTGAGE, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF MONTANA | $2.9M | 80 | 2024 |
Retirement plans
Welfare plans