Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$605K
- Dental$427K
- Life$425K
- Other$400K
- Vision$319K
- Health$270K
- +3 more
Sponsor portfolio
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS
EIN 77-0717225Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$1.3M premiums
Participants
983
3838 CAMINO DEL RIO NORTH, SUITE 305 - SAN DIEGO, CA 92108858-488-3806
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 638 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- SYMETRA LIFE INSURANCE COMPANY47%
- METROPOLITAN LIFE INSURANCE COMPANY31%
- MCS LIFE INSURANCE COMPANY8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- KAISER FOUNDATION HEALTH PLAN INC7%
- +1 more
Broker market share
Schedule A broker compensation
76%top
- CLICK2BIND INSURANCE SERVICES INC76%
- ROGERS BENEFIT GROUP INC19%
- AMIR LOZANI5%
- ASSUREDPARTNERS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALCON FAMILY OF COMPANIES 401(K) PLAN
401k
Assets$16.8M
Participants503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
CALCON MUTUAL MORTAGE LLC DBA ONETRUST HOME LOANS WRAP PLAN
Fully Insured - BENEFITMALL-SYMETRA
Premiums$1.3M
Covered lives638
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALCON FAMILY OF COMPANIES 401(K) PLAN | 401k | $16.8M | 503 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | CALCON MUTUAL MORTAGE LLC DBA ONETRUST HOME LOANS WRAP PLAN | Fully Insured | BENEFITMALL-SYMETRA | $1.3M | 638 | 2024 |
Retirement plans
Welfare plans