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Form 5500 · Employee benefit plan · LINDON, UT

CANOPY MORTGAGE, LLC

Public Form 5500 records show how CANOPY MORTGAGE, LLC (LINDON, UT) structures its employee benefits. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-3632618 · plan 501 · as of Jul 2026

Participants
437
Carriers on file
2
Disclosed commissions
$92,075
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability545December$84,597
AETNA LIFE INSURANCE COMPANYHealth697December$7,478

Questions

Who is CANOPY MORTGAGE, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CANOPY MORTGAGE, LLC's broker of record is DIGITAL INSURANCE LLC.

What insurance carrier does CANOPY MORTGAGE, LLC use?

CANOPY MORTGAGE, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.

When does CANOPY MORTGAGE, LLC's group plan renew?

The most recent Schedule A policy period for CANOPY MORTGAGE, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CANOPY MORTGAGE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.