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Sponsor portfolio

MORTGAGE INVESTORS GROUP

EIN 83-0310268-financial services-Latest filing 2025
Plans
2
Retirement
1
$29.7M assets
Welfare
1
$3.7M premiums
Participants
613
8320 E. WALKER SPRINGS LANE - KNOXVILLE, TN 379233101865-691-8910migonline.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$29.7M - 353 part#501Fully Insured-$3.7M - 504 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 504 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.6M
  • Vision$3.6M
  • Health$3.5M
  • Prescription drug$3.5M
  • Life$194K
  • Other$194K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • EDWARD SIMS78%
  • GREGORY SHERROD9%
  • HUB INTERNATIONAL MIDWEST LIMITED8%
  • CARLA STINER REEL2%
  • ALLEN WINSTON MCMICHAEL2%
  • +3 more
Total $207K8 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

MORTGAGE INVESTORS GROUP 401(K) RETIREMENT PLAN

401k

Assets$29.7M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORTGAGE INVESTORS GROUP WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$3.7M
Covered lives504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORTGAGE INVESTORS GROUP 401(K) RETIREMENT PLAN401k$29.7M3532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORTGAGE INVESTORS GROUP WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$3.7M5042025
Retirement plans
Welfare plans
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