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Sponsor portfolio

AMC MORTGAGE (ASSOCIATED MORTGAGE)

EIN 73-1407968-financial services-Latest filing 2025
Plans
3
Retirement
2
$16.9M assets
Welfare
1
$1.1M premiums
Participants
288
7211 SOUTH YALE AVENUE - TULSA, OK 74136918-491-9900LinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$11.8M - 81 part#001401k-$5.1M - 60 part#501Fully Insured-$1.1M - 189 lives

Retirement portfolio analytics

2 plans aggregated / $16.9M assets / 141 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • RETIREMENT PLAN TULSA (#002)70%
  • 401(K) RETIREMENT PLAN (#001)30%
Total $16.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN TULSA (#002)81
  • 401(K) RETIREMENT PLAN (#001)60
Total 141Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DEARBORN LIFE INSURANCE COMPANY9%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RELATION INSURANCE SERVICES OF CA100%
Total $78K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMC 401(K) RETIREMENT PLAN TULSA

401k

Assets$11.8M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMC 401(K) RETIREMENT PLAN

401k

Assets$5.1M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMC MORTGAGE (ASSOCIATED MORTGAGE) BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.1M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMC 401(K) RETIREMENT PLAN TULSA401k$11.8M812024
001AMC 401(K) RETIREMENT PLAN401k$5.1M602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMC MORTGAGE (ASSOCIATED MORTGAGE) BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.1M1892025
Retirement plans
Welfare plans
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