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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.2M | 42.5% | |
| Dental | $265K | 9.6% | |
| Vision | $265K | 9.6% | |
| Life | $265K | 9.6% | |
| Short-term disability | $265K | 9.6% | |
| Long-term disability | $265K | 9.6% | |
| Other | $265K | 9.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 640295748 | H | $1.2M | 81.6% | 1 | 1 | 372 |
EIN 135123390 | DVLSTDLTDOth | $265K | 18.4% | 1 | 1 | 195 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SETH ADAMS | JACKSON, MS | BLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY | $51K | $0 | $51K | 50.6% | 1 |
| ROSS & YERGER INSURANCE INC | JACKSON, MS | GUARDIAN LIFE INSURANCE COMPANY | $44K | $6K | $50K | 49.4% | 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