PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MORTGAGETRADE HOLDING CO., 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 81-2061655

MORTGAGETRADE HOLDING CO., LLC

200 S. LAMAR COURT · OXFORD, MS 38655
6623710040
Plans filed
1
Years active
2021–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
372
No prior year
Total participants
188
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
MORTGAGE TRADE HOLDING CO., LLC WELFARE BENEFITS PLAN
Fully insured372 covered·2 carriers
Primary: BLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M42.5%
Dental$265K9.6%
Vision$265K9.6%
Life$265K9.6%
Short-term disability$265K9.6%
Long-term disability$265K9.6%
Other$265K9.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 640295748
H
$1.2M81.6%11372
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$265K18.4%11195

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SETH ADAMSJACKSON, MSBLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY$51K$0$51K50.6%1
ROSS & YERGER INSURANCE INCJACKSON, MSGUARDIAN LIFE INSURANCE COMPANY$44K$6K$50K49.4%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