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Sponsor portfolioWelfare / HealthEIN 59-3345547
THE MORTGAGE FIRM, INC.
921 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714
4075393476
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$214K
No prior year
Persons covered
264
No prior year
Total participants
264
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $115K | 21.8% | |
| Vision | $115K | 21.8% | |
| Life | $100K | 18.8% | |
| Short-term disability | $100K | 18.8% | |
| Other | $100K | 18.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DV | $115K | 53.6% | 1 | 1 | 264 |
EIN 570144607 | LSTDOth | $100K | 46.4% | 1 | 1 | 84 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | METROPOLITAN LIFE INSURANCE COMPANY, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $2K | $12K | 33.0% | 1 |
| ALLEGIANT BENEFITS & SERVICES LLC | ORLANDO, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $165 | $8K | 22.2% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $2K | $7K | 20.8% | 1 |
| MFB FINANCIAL INC DBA THE BAILEY GR | PHILADELPHIA, PA | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $0 | $5K | 12.6% | 1 |
| JEFFERY TAL WEBB | ORLANDO, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 7.5% | 1 |
| JOHN PICCININI | ORLANDO, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $630 | $0 | $630 | 1.8% | 1 |
| KAREN PICCININI | BELLE ISLE, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $612 | $0 | $612 | 1.7% | 1 |
| MFB FINANCIAL INC | ST AUGUSTINE, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $162 | $0 | $162 | 0.5% | 1 |
History & trajectory
10 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