Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Other$86K
- Life$83K
- Long-term disability$75K
Sponsor portfolio
EUSTIS MORTGAGE CORPORATION
EIN 72-0484657financial servicesLatest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$1.7M premiums
Participants
334
1477 LOUISIANA AVENUE - NEW ORLEANS, LA 70115504-586-0075eustismortgage.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 125 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- HARTFORD LIFE AND ACCIDENT5%
- AFLAC0%
Broker market share
Schedule A broker compensation
91%top
- SEE ATTACHED LIST91%
- MARSH & MCLENNAN AGENCY LLC9%
- EUSTIS BENEFITS LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EUSTIS MORTGAGE CORPORATION INCENTIVE RETIREMENT PLAN
401k
Assets$11.5M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EUSTIS MORTGAGE CORPORATION EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF LOUISIANA
Premiums$1.7M
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EUSTIS MORTGAGE CORPORATION INCENTIVE RETIREMENT PLAN | 401k | $11.5M | 209 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EUSTIS MORTGAGE CORPORATION EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF LOUISIANA | $1.7M | 125 | 2025 |
Retirement plans
Welfare plans