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  2. CROSSCOUNTRY MORTGAGE, LLC
Sponsor portfolio

CROSSCOUNTRY MORTGAGE, LLC

EIN 57-1175755-financial services-Latest filing 2024
Plans
3
Retirement
2
$340.3M assets
Welfare
1
$11.8M premiums
Participants
22,242
2160 SUPERIOR AVE E - CLEVELAND, OH 441142102440-845-3700crosscountrymortgage.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$340.3M - 9,060 part#002401k-$32K - 2 part#501Fully Insured-$11.8M - 13,180 lives

Retirement portfolio analytics

2 plans aggregated / $340.3M assets / 9,062 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 401(K) RETIREMENT Savings (#001)100%
  • 401(K) RETIREMENT Savings (#002)0%
Total $340.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)9,060
  • 401(K) RETIREMENT Savings (#002)2
Total 9,062Click row to drill in

Benefits portfolio analytics

1 plan / $11.8M premiums / 13,180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$4.9M
  • Vision$4.9M
  • Life$4.4M
  • Other$4.3M
  • Short-term disability$3.3M
  • Long-term disability$3.3M
  • +2 more
Total $11.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • COMMUNITY INSURANCE COMPANY42%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA37%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $11.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • THE JAMES B OSWALD COMPANY61%
  • JAMES H. VAN EPPS16%
  • CHARLES D. BLOCK14%
  • CENTRO BENEFITS RESEARCH LLC9%
  • ASSUREX GLOBAL CORPORATION1%
Total $869K5 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

CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$340.3M
Participants9,060
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CROSSCOUNTRY MORTGAGE PUERTO RICO 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$32K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CROSSCOUNTRY MORTGAGE LLC HEALTH AND WELFARE PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$11.8M
Covered lives13,180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN401k$340.3M9,0602024
002CROSSCOUNTRY MORTGAGE PUERTO RICO 401(K) RETIREMENT SAVINGS PLAN401k$32K22024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CROSSCOUNTRY MORTGAGE LLC HEALTH AND WELFARE PLANFully InsuredCOMMUNITY INSURANCE COMPANY$11.8M13,1802024
Retirement plans
Welfare plans
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