Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$215K
- Life$83K
- Other$56K
- Short-term disability$50K
- Long-term disability$44K
- +1 more
Sponsor portfolio
FIRST COLONY MORTGAGE CORPORATION
EIN 87-0415314financial servicesLatest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$3.8M premiums
Participants
705
2100 W PLEASANT GROVE BLVD, STE 100 - PLEASANT GROVE, UT 84062801-226-7456firstcolonymortgage.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 402 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- SELECTHEALTH88%
- DELTA DENTAL OF CALIFORNIA6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
93%top
- GBS BENEFITS INC93%
- EMPLOYEE CHOICE SOLUTIONS7%
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 COLONY MORTGAGE CORP. PROFIT SHARING PLAN
401k
Assets$23.3M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST COLONY MORTGAGE CORPORATION WELFARE PLAN
Fully Insured - SELECTHEALTH
Premiums$3.8M
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST COLONY MORTGAGE CORP. PROFIT SHARING PLAN | 401k | $23.3M | 343 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST COLONY MORTGAGE CORPORATION WELFARE PLAN | Fully Insured | SELECTHEALTH | $3.8M | 402 | 2025 |
Retirement plans
Welfare plans