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  2. Associated Mortgage Corporation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Associated Mortgage Corporation

EIN 73-1407968-financial services-Latest filing 2025
Plans
3
Retirement
2
$20.6M assets
Health & Benefits
1
$1.1M premiums
Participants
299
7211 S. YALE AVE. - TULSA, OK 74136918-491-9900LinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filings
#002401(k)-$14.5M - 84 part#001401(k)-$6.1M - 68 part#501Fully insured-$1.1M - 189 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $20.6M assets / 152 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT PLAN TULSA (#002)$14.5M
  • 401(K) RETIREMENT PLAN (#001)$6.1M
Total $20.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN TULSA (#002)84
  • 401(K) RETIREMENT PLAN (#001)68
Total 152Select a row to open it

Benefits portfolio analytics

1 plan / $1.1M premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Prescription drug$1.0M
  • Vision$100K
  • Life$100K
  • Short-term disability$100K
  • +2 more
Total $1.1M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

AMC 401(K) RETIREMENT PLAN TULSA

401(k)

Assets$14.5M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

AMC 401(K) RETIREMENT PLAN

401(k)

Assets$6.1M
Participants68
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AMC MORTGAGE (ASSOCIATED MORTGAGE) BENEFIT PLAN

Fully insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.1M
Covered lives189
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002AMC 401(K) RETIREMENT PLAN TULSA401(k)$14.5M842025
#001AMC 401(K) RETIREMENT PLAN401(k)$6.1M682025
  • AMC 401(K) RETIREMENT PLAN TULSA$14.5M
    #002 · 401(k) · 202584
  • AMC 401(K) RETIREMENT PLAN$6.1M
    #001 · 401(k) · 202568

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501AMC MORTGAGE (ASSOCIATED MORTGAGE) BENEFIT PLANFully insuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.1M1892025
  • AMC MORTGAGE (ASSOCIATED MORTGAGE) BENEFIT PLAN$1.1M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF OKLAHOMA · 2025189
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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