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Form 5500 · Employee benefit plan · LYNNFIELD, MA

MORTGAGE EQUITY PARTNERS, LLC

MORTGAGE EQUITY PARTNERS, LLC of LYNNFIELD, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through HARVARD PILGRIM HEALTH CARE 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 04-3545544 · plan 501 · as of Jul 2026

Participants
169
Carriers on file
2
Disclosed commissions
$50,084
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARVARD PILGRIM HEALTH CAREHealth162December$25,738
GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability136December$24,346

Questions

Who is MORTGAGE EQUITY PARTNERS, LLC's benefits broker?

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

What insurance carrier does MORTGAGE EQUITY PARTNERS, LLC use?

MORTGAGE EQUITY PARTNERS, LLC's benefit plan is written through HARVARD PILGRIM HEALTH CARE, among 2 disclosed carriers.

When does MORTGAGE EQUITY PARTNERS, LLC's group plan renew?

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

Where does this data come from?

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