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Form 5500 · Employee benefit plan · SUWANEE, GU

FIRST OPTION MORTGAGE, LLC

Public Form 5500 records show how FIRST OPTION MORTGAGE, LLC (SUWANEE, GU) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0570826 · plan 504 · as of Jul 2026

Participants
180
Carriers on file
3
Disclosed commissions
$32,693
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision, Life, Disability199June$26,926
METROPOLITAN LIFE INSURANCE COMPANY61June$5,574
METROPOLITAN GENERAL INSURANCE COMPANY7June$193

Questions

Who is FIRST OPTION MORTGAGE, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, FIRST OPTION MORTGAGE, LLC's broker of record is ALLIANT INSURANCE SERVICES, INC..

What insurance carrier does FIRST OPTION MORTGAGE, LLC use?

FIRST OPTION MORTGAGE, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does FIRST OPTION MORTGAGE, LLC's group plan renew?

The most recent Schedule A policy period for FIRST OPTION 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 FIRST OPTION MORTGAGE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.