Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.3M
- Life$5.5M
- Short-term disability$5.5M
- Long-term disability$5.5M
Filings through .
United Wholesale Mortgage, LLC
EIN 38-2750395financial servicesLatest filing 2025
Plans
2
Retirement
1
$259.7M assets
Health & Benefits
1
$6.3M premiums
Participants
20,788
585 SOUTH BOULEVARD EAST - PONTIAC, MI 48341800-981-8898uwm.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $6.3M premiums / 9,078 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST
401(k)
Assets$259.7M
Participants11,710
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
THE UNITED WHOLESALE MORTGAGE, LLC HEALTH CARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$6.3M
Covered lives9,078
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | 401(k) | $259.7M | 11,710 | 2025 |
- #001 · 401(k) · 202511,710
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | THE UNITED WHOLESALE MORTGAGE, LLC HEALTH CARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6.3M | 9,078 | 2025 |
- #503 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 20259,078
Retirement plans
Health & Benefits plans