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  2. SFMC, LP DBA SERVICE FIRST MORTGAGE COMPANY
Sponsor portfolioTH

SFMC, LP DBA SERVICE FIRST MORTGAGE COMPANY

EIN 75-2700008-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$23.6M assets
Welfare
1
$1.7M premiums
Participants
464
5408 W. PLANO PARKWAY - PLANO, TX 75093214-576-2900
Plans on this EIN
2 filings
#001401k-$23.6M - 295 part#501Fully Insured-$1.7M - 182 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Life$114K
  • Short-term disability$114K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $119K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SFMC 401(K) PLAN

401k

Assets$23.6M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SFMC, LP EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SFMC 401(K) PLAN401k$23.6M2952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SFMC, LP EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M1822025
Retirement plans
Welfare plans
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