PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. FAIRWAY INDEPENDENT MORTGAGE CORPORATION
Sponsor portfolioTH

FAIRWAY INDEPENDENT MORTGAGE CORPORATION

EIN 76-0503625-financial services-Latest filing 2024
Plans
3
Retirement
2
$577.9M assets
Welfare
1
$4.6M premiums
Participants
17,710
4750 S BILTMORE LANE - MADISON, WI 53718608-837-4800fairway.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$455.4M - 7,108 part#002ESOP-$122.5M - 6,115 part#501Mixed-$4.6M - 7,344 lives

Retirement portfolio analytics

2 plans aggregated / $577.9M assets / 13,223 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • & INVESTMENT PLAN (#001)79%
  • EMPLOYEE STOCK OWNERSHIP (#002)21%
Total $577.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • (Not disclosed)79%
  • PRINCIPAL LIFE INSURANCE COMPANY21%
Total $577.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#001)7,108
  • EMPLOYEE STOCK OWNERSHIP (#002)6,115
Total 13,223Click row to drill in

Benefits portfolio analytics

1 plan / $4.6M premiums / 7,344 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Stop-loss$825K
  • Long-term disability$617K
  • Vision$516K
  • Other$297K
  • Health$105K
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • STANDARD INSURANCE COMPANY64%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
  • EYE MED9%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY4%
  • UNIVERSITY HEALTH ALLIANCE2%
  • +1 more
Total $4.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • M3 INSURANCE SOLUTIONS INC95%
  • M3 FINANCIAL LLC2%
  • WATCHTOWER BENEFITS, LLC1%
  • SECURA BROKERAGE LLC1%
Total $710K4 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

FAIRWAY MORTGAGE CORP. SAVINGS & INVESTMENT PLAN

401k

Assets$455.4M
Participants7,108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP

ESOP

Assets$122.5M
Participants6,115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$4.6M
Covered lives7,344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FAIRWAY MORTGAGE CORP. SAVINGS & INVESTMENT PLAN401k$455.4M7,1082024
002FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIPESOP$122.5M6,1152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAIRWAY INDEPENDENT MORTGAGE CORPORATION EMPLOYEE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$4.6M7,3442024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica