# FIRST STATE MORTGAGE SERVICES, LLC EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **FIRST STATE MORTGAGE SERVICES, LLC**. Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | FIRST STATE MORTGAGE SERVICES, LLC |
| EIN | 412181683 |
| Plan number | 501 |
| Plan year | 2024 |
| Location | BLOOMINGTON, IL |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $976K |
| Participants | 79 |
| Persons covered | 95 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health |
| LINCOLN FINANCIAL GROUP | LTD, Life, Other, STD |
| DELTA DENTAL OF ILLINOIS | Dental |
| VISION SERVICE PLAN (VSP) | Vision |
| AFLAC | Indemnity, Other |

## Brokers

| Broker | Placed with |
|---|---|
| BENEFIT PLANNING SERVICES INC | BLUECROSS BLUESHIELD OF ILLINOIS |
| HUB INTERNATIONAL MIDWEST LIMITED | BLUECROSS BLUESHIELD OF ILLINOIS |
| HUB INTERNATIONAL MIDWEST LIMITED | DELTA DENTAL OF ILLINOIS |
| HUB INTERNATIONAL MIDWEST LIMITED | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | VISION SERVICE PLAN |
| PATRICIA M TOWNSEND | AFLAC |
| TERRANCE M BRENNAN | AFLAC |
| JOSHUA K HOPPE | AFLAC |
| MICHAEL D AISSEN | AFLAC |
| MARK L RHODES | AFLAC |
| L EDWARD LANTMAN | AFLAC |
| LORI A WALLACE | AFLAC |
| GARY W WARE JR | AFLAC |
| MICHAEL A ORTIZ | AFLAC |
| BRIAN R KIMMEL | AFLAC |
| TODD DEVOSS | AFLAC |
| TERRY J SILVERS | AFLAC |
| CHRISTIE MARZARI | AFLAC |
| GEORGE P OWENS | AFLAC |
| HANA M MUELLER | AFLAC |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/412181683-501
- Cite as: PlanOptica, https://planoptica.com/welfare/412181683-501
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