PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. MORTGAGE RESEARCH CENTER LLC
Sponsor portfolioTH

MORTGAGE RESEARCH CENTER LLC

EIN 43-1965151-marketing and advertising-Latest filing 2024
Plans
2
Retirement
1
$484.6M assets
Welfare
1
$5.1M premiums
Participants
9,469
1400 FORUM BLVD - COLUMBIA, MO 65203573-876-2600mortgageresearch.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$484.6M - 5,368 part#501Fully Insured-$5.1M - 6,706 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 6,706 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.5M
  • Dental$2.3M
  • Life$1.9M
  • Short-term disability$1.9M
  • Long-term disability$1.9M
  • Vision$356K
  • +1 more
Total $5.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • DELTA DENTAL OF CALIFORNIA43%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA36%
  • LYRA HEALTH, INC.13%
  • VISION SERVICE PLAN5%
  • BLUE CROSS OF CALIFORNIA2%
Total $5.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • BROWN AND BROWN OF FLORIDA, INC.82%
  • HAYS COMPANIES, INC.10%
  • WATCHTOWER BENEFITS, LLC8%
  • IMG0%
Total $436K4 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$5.1M
Covered lives6,706
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$5.1M6,7062024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica