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Sponsor portfolio

INTEGRITY HOME MORTGAGE CORPORATION

EIN 55-0873456-financial services-Latest filing 2025
Plans
3
Retirement
1
$9.0M assets
Welfare
2
$751K premiums
Participants
330
122 PILOT CIRCLE - WINCHESTER, VA 22602540-504-7008ihmcloans.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$9.0M - 207 part#502Fully Insured-$516K - 186 lives#501Fully Insured-$236K - 188 lives

Benefits portfolio analytics

2 plans / $751K premiums / 374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$516K
  • Dental$236K
  • Vision$236K
  • Life$236K
  • Short-term disability$236K
  • Long-term disability$236K
  • +1 more
Total $751K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY69%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA31%
Total $751K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MARSH & MCLENNAN AGENCY LLC73%
  • ALTERITY BROKER SOLUTIONS19%
  • POTOMAC BASIN GROUP ASSOC LLC4%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
Total $51K4 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

INTEGRITY HOME MORTGAGE CORP 401(K) PLAN

401k

Assets$9.0M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INTEGRITY HOME MORTGAGE CORPORATION MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$516K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

INTEGRITY HOME MORTGAGE CORPORATION WRAP BENEFIT PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$236K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTEGRITY HOME MORTGAGE CORP 401(K) PLAN401k$9.0M2072024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INTEGRITY HOME MORTGAGE CORPORATION MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$516K1862025
501INTEGRITY HOME MORTGAGE CORPORATION WRAP BENEFIT PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$236K1882025
Retirement plans
Welfare plans
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