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Sponsor portfolioWelfare / HealthEIN 83-0310268

MORTGAGE INVESTORS GROUP

8320 EAST WALKER SPRINGS LANE · KNOXVILLE, TN 37923
8656918910
Plans filed
1
Years active
2019–2026
Industry
NAICS 52
Latest filing
2026
Total premiums (latest)
$3.6M
No prior year
Persons covered
247
No prior year
Total participants
237
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.6M
MORTGAGE INVESTORS GROUP WELFARE BENEFIT PLAN
Fully insured247 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M23.7%
Dental$3.4M23.7%
Vision$3.4M23.7%
Prescription drug$3.4M23.7%
Life$184K1.3%
Short-term disability$184K1.3%
Long-term disability$184K1.3%
Other$184K1.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 620427913
HRxDV
$3.4M94.9%11102
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$137K3.8%11247
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDLTDOth
$47K1.3%1132

Broker overview

10 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDWARD SIMSKNOXVILLE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.$191K$0$191K81.0%1
HUB INTERNATIONAL MIDWEST LIMITEDNASHVILLE, TNTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$19K$2K$21K9.0%1
GREGORY SHERRODKNOXVILLE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.$19K$0$19K8.0%1
CARLA STINER REELKNOXVILLE, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$83$2K0.8%1
ALLEN WINSTON MCMICHAELKNOXVILLE, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$0$2K0.7%1
NICHOLAS MOOR WEISSFELDKNOXVILLE, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$467$41$5080.2%1
BENEFOUNDRY INCANTIOCH, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$160$33$1930.1%1
DANIEL JAMES PERKINSBRENTWOOD, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$168$0$1680.1%1
JM TAMER & COKNOXVILLE, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$153$0$1530.1%1
MARY DAUGHERTYCORRYTON, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$151$0$1510.1%1

History & trajectory

8 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
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