Sponsor portfolio

FIRST STATE MORTGAGE SERVICES, LLC

EIN 41-2181683financial servicesLatest filing 2024

Plans

Retirement

$14.2M assets

Welfare

$976K premiums

Participants

247

502 N. HERSHEY ROAD - BLOOMINGTON, IL 61704309-664-9100msiloans.bizLinkedIn51-200 employeesfinancial services

Plans on this EIN

2 filings

#001401k-$14.2M - 168 part #501Fully Insured-$976K - 95 lives

Benefits portfolio analytics

1 plan / $976K premiums / 95 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$848K
Dental$41K
Other$29K
Long-term disability$29K
Life$25K
Short-term disability$20K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

87%top

BLUE CROSS OF CALIFORNIA87%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
DELTA DENTAL OF CALIFORNIA4%
VISION SERVICE PLAN1%
AFLAC0%

Broker market share

Schedule A broker compensation

Split broker

68%top

BENEFIT PLANNING ASSOCIATES68%
HUB INTERNATIONAL MIDWEST LIMITED31%
PATRICIA M TOWNSEND0%
TERRANCE M BRENNAN0%
JOSHUA K HOPPE0%
+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

FIRST STATE MORTGAGE SERVICES 401(K) PLAN

401k

Assets$14.2M

Participants168

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501