Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Prescription drug$2.3M
- Vision$211K
- Life$211K
- Short-term disability$211K
- +2 more
Sponsor portfolio
FIRST CONTINENTAL MORTGAGE, LTD.
EIN 76-0629353financial servicesLatest filing 2024
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$2.5M premiums
Participants
445
6002 ROGERDALE ROAD, SUITE 500 - HOUSTON, TX 77072832-613-9316firstcontinentalmtg.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 273 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- SUN LIFE ASSURANCE COMPANY OF CANADA8%
Broker market share
Schedule A broker compensation
83%top
- EFG & M LP83%
- NFP INSURANCE SERVICES INC9%
- CENTRO BENEFITS RESEARCH LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIRST CONTINENTAL MORTGAGE, LTD. 401(K) PLAN
401k
Assets$18.0M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST CONTINENTAL MORTGAGE, LTD. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$2.5M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST CONTINENTAL MORTGAGE, LTD. 401(K) PLAN | 401k | $18.0M | 230 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST CONTINENTAL MORTGAGE, LTD. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $2.5M | 273 | 2024 |
Retirement plans
Welfare plans