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Sponsor portfolioTH

MORTGAGE RESEARCH CENTER, LLC

EIN 43-1965151-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$484.6M assets
Welfare
1
$6.1M premiums
Participants
9,936
550 VETERANS UNITED DRIVE - COLUMBIA, MO 65203573-876-2600mortgageresearch.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$484.6M - 5,368 part#501Fully Insured-$6.1M - 7,388 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 7,388 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Dental$2.7M
  • Life$2.4M
  • Short-term disability$2.4M
  • Long-term disability$2.4M
  • Vision$397K
  • +2 more
Total $6.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • DELTA DENTAL OF CALIFORNIA41%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA40%
  • LYRA HEALTH, INC.12%
  • VISION SERVICE PLAN4%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
Total $6.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • BROWN & BROWN INSURANCE SERVICES93%
  • WATCHTOWER TECHNOLOGIES INC7%
  • IMG0%
Total $536K3 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

VETERANS UNITED HOME LOANS 401(K) PLAN

401k

Assets$484.6M
Participants5,368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORTGAGE RESEARCH CENTER, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - DELTA DENTAL OF MISSOURI

Premiums$6.1M
Covered lives7,388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VETERANS UNITED HOME LOANS 401(K) PLAN401k$484.6M5,3682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORTGAGE RESEARCH CENTER, LLC EMPLOYEE BENEFITS PLANFully InsuredDELTA DENTAL OF MISSOURI$6.1M7,3882025
Retirement plans
Welfare plans
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