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Sponsor portfolio

STANDARD MORTGAGE CORPORATION

EIN 72-0593959-financial services-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$1.8M premiums
Participants
237
701 POYDRAS STREET, SUITE 300 PLAZA - NEW ORLEANS, LA 701390300504-569-3690stanmor.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$17.0M - 131 part#501Mixed-$1.8M - 106 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Life$26K
  • Long-term disability$18K
  • Other$10K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • USI INSURANCE SERVICES LLC82%
  • ASSUREDPARTNERS17%
  • STEVEN MULLEN0%
  • NFP INSURANCE SERVICES INC0%
  • CREATIVE EMPLOYEE BENEFIT SERVICES0%
  • +2 more
Total $112K7 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

STANDARD MORTGAGE CORPORATION PROFIT SHARING 401K PLAN

401k

Assets$17.0M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELFARE BENEFITS FOR EMPLOYEES/DEPENDENTS IN ALL CLASSES OF STANDARD MORTGAGE CORPORATION

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STANDARD MORTGAGE CORPORATION PROFIT SHARING 401K PLAN401k$17.0M1312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE BENEFITS FOR EMPLOYEES/DEPENDENTS IN ALL CLASSES OF STANDARD MORTGAGE CORPORATIONMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.8M1062025
Retirement plans
Welfare plans
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