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Sponsor portfolioWelfare / HealthEIN 26-0813134

MORTGAGE LENDERS INVESTMENT TRADING

1400 SOUTH INTERNATIONAL PARKWAY · LAKE MARY, FL 32746
4079172280
Plans filed
2
Years active
2017–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$30K
No prior year
Persons covered
92
No prior year
Total participants
92
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$30K
MORTGAGE LENDERS INVESTMENT TRADING HEALTH PLAN
Mixed92 covered·2 carriers
Primary: CONTINENTAL AMERICAN INSURANCE COMPANY
Plan #502$6K
MORTGAGE LENDERS INVESTMENT TRADING LIFE PLAN
Fully insured175 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$30K89.9%
Life$3K10.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AFLAC
EIN 570514130
Oth
$27K88.8%1156
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LOth
$3K11.2%1192

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HYLANT GROUP INCTOLEDO, OHCONTINENTAL AMERICAN INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA$9K$343$9K72.3%1
KAREN J. MITRANOORLANDO, FLCONTINENTAL AMERICAN INSURANCE COMPANY$3K$0$3K22.0%1
DH2 ENTERPRISES INCORLANDO, FLCONTINENTAL AMERICAN INSURANCE COMPANY$591$0$5914.7%1
A & M BONURA & ASSOCIATES INCCASSELBERRY, FLCONTINENTAL AMERICAN INSURANCE COMPANY$112$0$1120.9%1

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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