Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$957K
- Health$934K
- Dental$934K
- Vision$934K
- Life$934K
- Short-term disability$934K
- +2 more
Sponsor portfolioTH
FIRST OPTION MORTGAGE, LLC
EIN 68-0570826financial servicesLatest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$957K premiums
Participants
369
702 OLD PEACHTREE RD NW, SUITE 200 - SUWANEE, GA 30024770-423-8200myfirstoption.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $957K premiums / 199 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- UNITEDHEALTHCARE INSURANCE COMPANY98%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST OPTION MORTGAGE 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$9.0M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
FIRST OPTION MORTGAGE HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$957K
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST OPTION MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | 401k | $9.0M | 223 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | FIRST OPTION MORTGAGE HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $957K | 199 | 2025 |
Retirement plans
Welfare plans