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Sponsor portfolioWelfare / HealthEIN 38-2750395
UNITED WHOLESALE MORTGAGE
585 SOUTH BOULEVARD EAST · PONTIAC, MI 48341
2486478590
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$6.3M
No prior year
Persons covered
9,078
No prior year
Total participants
9,078
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $6.3M | 27.7% | |
| Life | $5.5M | 24.1% | |
| Short-term disability | $5.5M | 24.1% | |
| Long-term disability | $5.5M | 24.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $6.0M | 95.4% | 1 | 2 | 9,078 |
EIN 731016728 | Oth | $292K | 4.6% | 1 | 1 | 1,541 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSASCITY, MO | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, PREPAID LEGAL SERVICES INC DBA LEGALSHIELD | $467K | $60K | $527K | 63.1% | 1 |
| EMAD B. MOSALLAM | BIRMINGHAM, MI | UNUM LIFE INSURANCE COMPANY OF AMERICA | $219K | $0 | $219K | 26.2% | 1 |
| SPARTAN WEALTH MANAGEMENT | BIRMINGHAM, MI | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, PREPAID LEGAL SERVICES INC DBA LEGALSHIELD | $72K | $0 | $72K | 8.6% | 1 |
| INTERMEDIARY SOLUTIONS COMPANY | FRISCO, TX | PREPAID LEGAL SERVICES INC DBA LEGALSHIELD | $17K | $0 | $17K | 2.1% | 1 |
| EOI SERVICE COMPANY INC | ANAHEIM, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $37 | $0 | $37 | 0.0% | 1 |
History & trajectory
11 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