Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.8M
- Life$3.0M
- Short-term disability$3.0M
- Long-term disability$3.0M
- Vision$969K
- Health$939K
- +1 more
Sponsor portfolioTH
GUILD MORTGAGE COMPANY LLC
EIN 95-2146137financial servicesLatest filing 2025
Plans
2
Retirement
1
$456.4M assets
Welfare
1
$5.3M premiums
Participants
10,953
5887 COPLEY DRIVE - SAN DIEGO, CA 92111858-560-6330guildmortgage.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.3M premiums / 4,898 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA56%
- AETNA LIFE INSURANCE COMPANY16%
- VISION SERVICE PLAN10%
- KAISER FOUNDATION HEALTH PLAN INC9%
- HAWAII MEDICAL SERVICE ASSOCIATION8%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN
401k
Assets$456.4M
Participants6,079
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GUILD MORTGAGE CO. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$5.3M
Covered lives4,898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | 401k | $456.4M | 6,079 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GUILD MORTGAGE CO. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $5.3M | 4,898 | 2025 |
Retirement plans
Welfare plans