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
Sponsor portfolio
UNITED WHOLESALE MORTGAGE, LLC
EIN 38-2750395financial servicesLatest filing 2025
Plans
2
Retirement
1
$259.7M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $6.3M premiums / 9,078 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA95%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD5%
Broker market share
Schedule A broker compensation
63%top
- LOCKTON COMPANIES, LLC63%
- EMAD B. MOSALLAM26%
- SPARTAN WEALTH MANAGEMENT9%
- INTERMEDIARY SOLUTIONS COMPANY2%
- EOI SERVICE COMPANY INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST
401k
Assets$259.7M
Participants11,710
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE UNITED WHOLESALE MORTGAGE, LLC HEALTH CARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$6.3M
Covered lives9,078
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | 401k | $259.7M | 11,710 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans