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Sponsor portfolioWelfare / HealthEIN 23-2721546

ALLIED MORTGAGE GROUP, INC.

225 EAST CITY AVENUE, SUITE 102 · BALA CYNWYD, PA 19004
6106604716
Plans filed
6
Years active
2017–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$873K
No prior year
Persons covered
652
No prior year
Total participants
657
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #502$218K
ALLIED MORTGAGE GROUP, INC. DENTAL PLAN
Fully insured163 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$218K
ALLIED MORTGAGE GROUP, INC. VISION PLAN
Fully insured163 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #504$218K
ALLIED MORTGAGE GROUP, INC. BASIC LIFE PLAN
Fully insured163 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #506$218K
ALLIED MORTGAGE GROUP, INC. BASIC LTD
Fully insured163 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #505$48K
VOLUNTARY LIFE AND AD&D PLAN
Fully insured229 covered·1 carrier
Primary: GUARDIAN
Plan #501$0
ALLIED MORTGAGE GROUP, INC MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$218K25.0%
Vision$218K25.0%
Life$218K25.0%
Long-term disability$218K25.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTD
$873K100.0%44652

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE FOLEY INSURANCE AGENCY, INC.AMBLER, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$80K$20K$100K100.0%4

History & trajectory

9 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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