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

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 82-2428560

NEXA MORTGAGE

5559 S SOSSAMAN RD · MESA, AZ 85212
6023449333
Plans filed
1
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$181K
No prior year
Persons covered
509
No prior year
Total participants
433
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$181K
NEXA MORTGAGE HEALTH & WELFARE BENEFIT PLAN
Fully insured509 covered·2 carriers
Primary: RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$181K22.8%
Dental$145K18.2%
Vision$145K18.2%
Life$145K18.2%
Long-term disability$145K18.2%
Health$37K4.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA
EIN 470397286
DVLLTDOth
$145K79.8%11509
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 421445545
HOth
$37K20.2%1170

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PCF INSURANCE SERVICES OF THE WESTLAYTON, UTRENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA$18K$0$18K49.3%1
ASSUREDPARTNERSWOODS CROSS, UTTRANSAMERICA LIFE INSURANCE COMPANY$8K$0$8K22.7%1
PARAGON PARTNERS LTDSCOTTSDALE, AZTRANSAMERICA LIFE INSURANCE COMPANY$4K$0$4K10.6%1
WEB TPAIRVING, TXTRANSAMERICA LIFE INSURANCE COMPANY$0$3K$3K8.7%1
AMWINSNORTH KINGSTOWN, RITRANSAMERICA LIFE INSURANCE COMPANY$0$3K$3K8.7%1

History & trajectory

4 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