Form 5500 · Employee benefit plan · HOUSTON, TX
HOMETRUST MORTGAGE COMPANY
HOMETRUST MORTGAGE COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI SOUTHWEST, INC.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0578435 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 139 | December | $11,698 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 9 | December | $1,180 |
| FIDELITY SECURITY LIFE INSURANCE | Life | 3 | December | $303 |
Questions
Who is HOMETRUST MORTGAGE COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, HOMETRUST MORTGAGE COMPANY's broker of record is USI SOUTHWEST, INC..
What insurance carrier does HOMETRUST MORTGAGE COMPANY use?
HOMETRUST MORTGAGE COMPANY's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does HOMETRUST MORTGAGE COMPANY's group plan renew?
The most recent Schedule A policy period for HOMETRUST MORTGAGE COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOMETRUST MORTGAGE COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.