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Sponsor portfolio

CHURCHILL MORTGAGE CORPORATION

EIN 62-1494087-financial services-Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$3.7M premiums
Participants
858
1749 MALLORY LANE, SUITE 100 - BRENTWOOD, TN 37027615-370-8888churchillmortgage.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$19.7M - 549 part#501Fully Insured-$3.7M - 505 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 505 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$543K
  • Vision$543K
  • Life$543K
  • Short-term disability$543K
  • Long-term disability$543K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $3.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • SHEREE BARTLETT73%
  • EMPLOYEE BENEFITS LLC27%
Total $185K2 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

CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$19.7M
Participants549
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHURCHILL MORTGAGE CORPORATION EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$3.7M
Covered lives505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN401k$19.7M5492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHURCHILL MORTGAGE CORPORATION EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$3.7M5052025
Retirement plans
Welfare plans
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