Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$115K
- Vision$115K
- Life$100K
- Short-term disability$100K
- Other$100K
Sponsor portfolio
THE MORTGAGE FIRM, INC.
EIN 59-3345547financial servicesLatest filing 2025
Plans
2
Retirement
1
$31.2M assets
Welfare
1
$214K premiums
Participants
702
921 DOUGLAS AVENUE, SUITE 200 - ALTAMONTE SPRINGS, FL 32714407-539-3476themortgagefirm.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $214K premiums / 264 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- METROPOLITAN LIFE INSURANCE COMPANY54%
- UNUM LIFE INSURANCE COMPANY OF AMERICA46%
Broker market share
Schedule A broker compensation
33%top
- DIGITAL INSURANCE LLC33%
- ALLEGIANT BENEFITS & SERVICES LLC22%
- CENTRO BENEFITS RESEARCH LLC21%
- MFB FINANCIAL INC DBA THE BAILEY GR13%
- JEFFERY TAL WEBB7%
- +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
THE MORTGAGE FIRM, INC. 401(K) PLAN
401k
Assets$31.2M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE MORTGAGE FIRM, INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$214K
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MORTGAGE FIRM, INC. 401(K) PLAN | 401k | $31.2M | 438 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans