Plan Ledger DOL Form 5500 · updated monthly

United Wholesale Mortgagebenefits

The United Wholesale Mortgage, LLC Health Care Plan · PONTIAC, MI · plan year 2025

Broker compensation reported · 2025
$836,099

United Wholesale Mortgage's benefits plans covered 9,078 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $836,099 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $92 per covered person, below the median for employer plans that report broker pay. Broker pay rose 93% from $434,076 in 2024.

Insurance contracts · 20253
PREPAID LEGAL SERVICES INC DBA LEGALSHIELDpremiums n/a · 1,541 covered
UNUM INSURANCE COMPANYpremiums n/a · 2,294 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 9,078 covered
Brokers & agents paid · 20256
EMAD B. MOSALLAM$219,456
SPARTAN WEALTH MANAGEMENT, INC.$52,693
LOCKTON COMPANIES, LLC$527,226 · incl $60,117 fees
SPARTAN WEALTH MANAGEMENT$19,194
INTERMEDIARY SOLUTIONS COMPANY$17,493
EOI SERVICE COMPANY, INC.$37

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 382750395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.