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Sponsor portfolioTH

AMERICAN PORTFOLIO MORTGAGE CORPORATION

EIN 36-4078960-financial services-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$2.1M premiums
Participants
573
17300 DALLAS PARKWAY, SUITE 1030 - DALLAS, TX 75248972-292-7598goapmc.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$11.8M - 387 part#502Fully Insured-$2.1M - 274 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$245K
  • Vision$245K
  • Life$245K
  • Short-term disability$245K
  • Long-term disability$245K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • SUN LIFE ASSURANCE COMPANY OF CANADA12%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ALLIANT INSURANCE SERVICES, INC.77%
  • LOCKTON COMPANIES, LLC23%
Total $80K2 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

AMERICAN PORTFOLIO MORTGAGE CORPORATION 401(K) PLAN

401k

Assets$11.8M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMERICAN PORTFOLIO MORTGAGE CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.1M
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN PORTFOLIO MORTGAGE CORPORATION 401(K) PLAN401k$11.8M3872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMERICAN PORTFOLIO MORTGAGE CORPORATION HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.1M2742024
Retirement plans
Welfare plans
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