PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CANOPY MORTGAGE, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 47-3632618

CANOPY MORTGAGE, LLC

380 TECHNOLOGY COURT, SUITE 200 · LINDON, UT 84042
8014265500
Plans filed
1
Years active
2020–2024
Industry
NAICS 53
Latest filing
2024
Total premiums (latest)
$5.2M
No prior year
Persons covered
697
No prior year
Total participants
539
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.2M
CANOPY MORTGAGE, LLC HEALTH AND WELFARE BENEFITS PLAN
Fully insured697 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.6M36.0%
Prescription drug$4.6M36.0%
Dental$592K4.7%
Vision$592K4.7%
Life$592K4.7%
Short-term disability$592K4.7%
Long-term disability$592K4.7%
Other$592K4.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRx
$4.6M88.5%11697
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$592K11.5%11545

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY$65K$26K$91K76.9%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$27K$0$27K23.1%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica