Form 5500 · Employee benefit plan · CLEVELAND, OH
CROSSCOUNTRY MORTGAGE LLC
CROSSCOUNTRY MORTGAGE LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 57-1175755 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 13,995 | December | $3,682,839 | $389,839 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 2,481 | December | $1,026,657 | $296,502 |
| COMMUNITY INSURANCE COMPANY | Dental, Vision | 12,399 | December | $5,767,458 | $21,152 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 82 | December | $29,752 | $5,948 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 5 | June | $53,258 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 219 | December | $1,837,822 | $0 |
Questions
Who is CROSSCOUNTRY MORTGAGE LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CROSSCOUNTRY MORTGAGE LLC's broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does CROSSCOUNTRY MORTGAGE LLC use?
CROSSCOUNTRY MORTGAGE LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does CROSSCOUNTRY MORTGAGE LLC's group plan renew?
The most recent Schedule A policy period for CROSSCOUNTRY MORTGAGE LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CROSSCOUNTRY MORTGAGE LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.