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Sponsor portfolioWelfare / HealthEIN 04-3545544

MORTGAGE EQUITY PARTNERS, LLC

220 BROADWAY, SUITE 205 · LYNNFIELD, MA 019400000
7816514220
Plans filed
1
Years active
2021–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
140
No prior year
Total participants
140
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
MORTGAGE EQUITY PARTNERS, LLC HEALTH & WELFARE BENEFITS PLAN
Mixed140 covered·4 carriers
Primary: HARVARD PILGRIM HEALTH CARE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M86.2%
Dental$78K5.5%
Vision$78K5.5%
Other$30K2.1%
Life$11K0.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 042452600
H
$1.2M91.9%11135
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
DV
$78K5.8%1180
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LOth
$30K2.2%13140

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAHARVARD PILGRIM HEALTH CARE, UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY$29K$12K$41K100.0%1

History & trajectory

5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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