Plan Ledger DOL Form 5500 · updated monthly

The Mortgage Firm, Inc.benefits

The Mortgage Firm, Inc. Health & Welfare Benefits Plan · ALTAMONTE SPRINGS, FL · plan year 2025

Broker compensation reported · 2025
$35,742

The Mortgage Firm, Inc.'s benefits plans covered 264 active participants in 2025, providing health · life · dental · vision · other. Insurance brokers and agents were paid $35,742 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $135 per covered person, below the median for employer plans that report broker pay. Broker pay fell 7.3% from $38,559 in 2024.

Insurance contracts · 20252
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 264 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 84 covered
Brokers & agents paid · 20257
DIGITAL INSURANCE LLC$11,803 · incl $2,187 fees
ALLEGIANT BENEFITS AND SERVICES LLC$7,927 · incl $165 fees
CENTRO BENEFITS RESEARCH$7,422 · incl $2,121 fees
MFB FINANCIAL INC DBA THE BAILEY GR$4,515
JEFFERY F. BARNETT$2,671 · incl $1,417 fees
MFB FINANCIAL INC$162
2 individual agents · names withheld$1,242

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Digital Insurance LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 593345547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.