Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$265K
- Vision$265K
- Life$265K
- Short-term disability$265K
- Long-term disability$265K
- +1 more
Sponsor portfolio
MORTGAGETRADE HOLDING CO., LLC
EIN 81-2061655Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$1.4M premiums
Participants
374
200 SOUTH LAMAR COURT - OXFORD, MS 38655662-371-0042
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 372 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BLUE CROSS OF CALIFORNIA82%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
Broker market share
Schedule A broker compensation
51%top
- SETH ADAMS51%
- ROSS & YERGER INSURANCE INC49%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORTGAGETRADE 401(K) PLAN
401k
Assets$12.4M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORTGAGE TRADE HOLDING CO., LLC WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY
Premiums$1.4M
Covered lives372
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORTGAGETRADE 401(K) PLAN | 401k | $12.4M | 186 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORTGAGE TRADE HOLDING CO., LLC WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY | $1.4M | 372 | 2025 |
Retirement plans
Welfare plans