Form 5500 · Employee benefit plan · BLOOMINGTON, IL
FIRST STATE MORTGAGE SERVICES, LLC
Public Form 5500 records show how FIRST STATE MORTGAGE SERVICES, LLC (BLOOMINGTON, IL) structures its employee benefits. Its broker of record is BENEFIT PLANNING ASSOC INC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 7 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-2181683 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 95 | June | $34,210 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 40 | June | $4,323 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 47 | June | $3,378 |
| DELTA DENTAL OF ILLINOIS | Dental | 51 | June | $3,039 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 30 | June | $2,018 |
| VISION SERVICE PLAN | Vision | 46 | June | $703 |
| AFLAC | — | 6 | June | $419 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 71 | June | $401 |
Questions
Who is FIRST STATE MORTGAGE SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FIRST STATE MORTGAGE SERVICES, LLC's broker of record is BENEFIT PLANNING ASSOC INC.
What insurance carrier does FIRST STATE MORTGAGE SERVICES, LLC use?
FIRST STATE MORTGAGE SERVICES, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF ILLINOIS, among 8 disclosed carriers.
When does FIRST STATE MORTGAGE SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for FIRST STATE MORTGAGE SERVICES, 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 STATE MORTGAGE SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.