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Sponsor portfolio

PRIMARY RESIDENTIAL MORTGAGE, INC.

EIN 86-0860478-financial services-Latest filing 2025
Plans
2
Retirement
1
$81.7M assets
Welfare
1
$1.2M premiums
Participants
2,148
1480 NORTH 2200 WEST - SALT LAKE CITY, UT 84116801-596-8707primeres.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$81.7M - 1,683 part#501Mixed-$1.2M - 465 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 465 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$765K
  • Life$658K
  • Short-term disability$658K
  • Long-term disability$658K
  • Dental$425K
  • Vision$59K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA53%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
  • VISION SERVICE PLAN5%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $148K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRIMARY RESIDENTIAL MORTGAGE, INC. 401(K) PLAN

401k

Assets$81.7M
Participants1,683
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRIMARY RESIDENTIAL MORTGAGE, INC. GROUP BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.2M
Covered lives465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIMARY RESIDENTIAL MORTGAGE, INC. 401(K) PLAN401k$81.7M1,6832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRIMARY RESIDENTIAL MORTGAGE, INC. GROUP BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.2M4652025
Retirement plans
Welfare plans
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