Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.4M
- Health$3.1M
- Dental$3.1M
- Vision$3.1M
- Prescription drug$3.1M
- Life$225K
- +2 more
Sponsor portfolioTH
STOCKTON MORTGAGE CORPORATION
EIN 61-1392032financial servicesLatest filing 2025
Plans
2
Retirement
1
$21.7M assets
Welfare
1
$3.4M premiums
Participants
725
88 C. MICHAEL DAVENPORT BLVD., STE. 1 - FRANKFORT, KY 40601502-227-1100smcapproved.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 548 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- ANTHEM LIFE INSURANCE COMPANY93%
- HARTFORD LIFE AND ACCIDENT7%
Broker market share
Schedule A broker compensation
83%top
- ACCRETIVE WHOLESALE INSURANCE SERVI83%
- SYNERGY CORPORATE SERVICES, INC.13%
- UPG AGENCY, LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STOCKTON MORTGAGE CORPORATION 401(K) PLAN
401k
Assets$21.7M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STOCKTON MORTGAGE CORPORATION WELFARE BENEFITS PLAN
Fully Insured - ANTHEM HEALTH PLANS OF KY, INC.
Premiums$3.4M
Covered lives548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STOCKTON MORTGAGE CORPORATION 401(K) PLAN | 401k | $21.7M | 367 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STOCKTON MORTGAGE CORPORATION WELFARE BENEFITS PLAN | Fully Insured | ANTHEM HEALTH PLANS OF KY, INC. | $3.4M | 548 | 2025 |
Retirement plans
Welfare plans