Plan Ledger DOL Form 5500 · updated monthly

Crosscountry Mortgage LLCbenefits

Crosscountry Mortgage LLC Health and Welfare Plan · CLEVELAND, OH · plan year 2025

Previously filed as Crosscountry Mortgage, LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$844,543

Crosscountry Mortgage LLC's benefits plans covered 13,995 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $844,543 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $60 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 2.9% from $869,392 in 2024.

Insurance contracts · 20256
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 82 covered
COMMUNITY INSURANCE COMPANY · dental visionpremiums n/a · 12,399 covered
HAWAII MEDICAL SERVICE ASSOCIATION · healthpremiums n/a · 5 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 2,481 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 13,995 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 219 covered
Brokers & agents paid · 20255
CENTRO BENEFITS RESEARCH, LLC$32,178 · incl $32,178 fees
ASSUREX GLOBAL CORPORATION$7,561 · incl $7,561 fees
JAMES B. OSWALD COMPANY$539,600 · incl $75,880 fees
JAMES H. VAN EPPS$132,602 · incl $7,740 fees
CHARLES D. BLOCK$132,602 · incl $7,743 fees
Also brokered by Centro Benefits Research, LLC5
Eotech, LLC MI$72,846
Techmer Pm, LLC TN$51,986
Venesco, LLC VA$49,049

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 571175755 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.