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Sponsor portfolioWelfare / HealthEIN 33-0594693

RESIDENTIAL WHOLESALE MORTGAGE, INC

11234 EL CAMINO REAL, SUITE 100 · SAN DIEGO, CA 92130
8585093212
Plans filed
1
Years active
2022–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$962K
No prior year
Persons covered
181
No prior year
Total participants
185
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$962K
RESIDENTIAL WHOLESALE MORTGAGE, INC. HEALTH AND WELFARE PLAN
Fully insured181 covered·5 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$811K43.1%
Prescription drug$811K43.1%
Dental$93K4.9%
Vision$93K4.9%
Other$41K2.2%
Long-term disability$18K1.0%
Life$14K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$811K84.2%11162
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$93K9.6%1187
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$56K5.8%1576
ACI SPECIALTY BENEFITS
EIN 330619312
Oth
$3K0.3%11181

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CAUNUM INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITED HEALTHCARE INSURANCE COMPANY$43K$2K$45K75.3%1
BROWN & BROWN INSURANCE SERVICESORANGE, CAUNITED HEALTHCARE INSURANCE COMPANY$15K$0$15K24.7%1

History & trajectory

3 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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