Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$115K
- Vision$115K
- Life$100K
- Short-term disability$100K
- Other$100K
Filings through .
The Mortgage Firm, Inc.
EIN 59-3345547financial servicesLatest filing 2025
Plans
2
Retirement
1
$32.1M assets
Health & Benefits
1
$214K premiums
Participants
646
921 DOUGLAS AVENUE, SUITE 200 - ALTAMONTE SPRINGS, FL 32714407-539-3476themortgagefirm.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $214K premiums / 264 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE MORTGAGE FIRM, INC. 401(K) PLAN
401(k)
Assets$32.1M
Participants382
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$214K
Covered lives264
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE MORTGAGE FIRM, INC. 401(K) PLAN | 401(k) | $32.1M | 382 | 2025 |
- #001 · 401(k) · 2025382
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $214K | 264 | 2025 |
- #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025264
Retirement plans
Health & Benefits plans