Form 5500 · Employee benefit plan · KNOXVILLE, TN
MORTGAGE INVESTORS GROUP
Public Form 5500 records show how MORTGAGE INVESTORS GROUP (KNOXVILLE, TN) structures its employee benefits. Its broker of record is EDWARD OWENS. Coverage is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC. and 3 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-0310268 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Health, Dental, Vision | 504 | February | $181,752 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 290 | January | $10,886 |
| COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | Life, Disability | 41 | February | $8,521 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 476 | February | $2,666 |
Questions
Who is MORTGAGE INVESTORS GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, MORTGAGE INVESTORS GROUP's broker of record is EDWARD OWENS.
What insurance carrier does MORTGAGE INVESTORS GROUP use?
MORTGAGE INVESTORS GROUP's benefit plan is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC., among 4 disclosed carriers.
When does MORTGAGE INVESTORS GROUP's group plan renew?
The most recent Schedule A policy period for MORTGAGE INVESTORS GROUP ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MORTGAGE INVESTORS GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.