Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$161K
- Life$83K
- Short-term disability$83K
- Long-term disability$83K
Sponsor portfolio
SOUTHEAST MORTGAGE OF GEORGIA, INC.
EIN 58-2059073financial servicesLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$161K premiums
Participants
280
3575 KOGER BOULEVARD, SUITE 400 - DULUTH, GA 30096770-279-0222southeastmortgage.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $161K premiums / 59 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- PRINCIPAL LIFE INSURANCE COMPANY51%
- SUN LIFE ASSURANCE COMPANY OF CANADA33%
- AFLAC15%
Broker market share
Schedule A broker compensation
41%top
- LANDMARK BENEFITS INC41%
- THE CASON GROUP INC36%
- BOTTOM LINE BENEFITS, LLC14%
- BARDWELL BENEFITS LLC7%
- STEVEN DAVID MONEY1%
- +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
SOUTHEAST MORTGAGE OF GEORGIA, INC. 401(K) PLAN
401k
Assets$10.0M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
SOUTHEAST MORTGAGE OF GEORGIA, INC. EMPLOYEE BENEFITS PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$161K
Covered lives59
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHEAST MORTGAGE OF GEORGIA, INC. 401(K) PLAN | 401k | $10.0M | 178 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | SOUTHEAST MORTGAGE OF GEORGIA, INC. EMPLOYEE BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $161K | 59 | 2025 |
Retirement plans
Welfare plans