Mortgage Connect, LP
Overview
Mortgage Connect, LP sponsors a self-funded health plan that covered 1,126 participants in plan year 2025, up 18% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,126 · prior year 951
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Mortgage Connect, LP Welfare Benefit Plan, plan 501 (1,126 participants)
- Stop-loss carrier
- HM Life Insurance Company
- Broker compensation
- $187K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| HM Life Insurance Company | Stop-loss | 792 | $755K | $76K |
| Reliance Standard Life Insurance Company | Short-term disability, Life, Accident, AD&D, Critical Illness, Hospital Indemnity, Long-term disability | 639 | $557K | $75K |
| United Concordia Insurance Company | Dental | 1,677 | $368K | $34K |
| Highmark Inc. | Vision | 2,137 | $108K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,126 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Mortgage Connect, LP
- Sponsor EIN
- 26-1671848
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 26-1671848 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Mortgage Connect, LP's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Mortgage Connect, LP.