Form 5500 · Employee benefit plan · SAN DIEGO, CA
RESIDENTIAL WHOLESALE MORTGAGE, INC
Public Form 5500 records show how RESIDENTIAL WHOLESALE MORTGAGE, INC (SAN DIEGO, CA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0594693 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 162 | December | $44,121 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision | 87 | December | $4,887 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 36 | December | $2,704 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 76 | December | $2,091 |
| UNUM INSURANCE COMPANY | — | 32 | December | $2,048 |
| UNUM INSURANCE COMPANY | — | 31 | December | $1,187 |
| UNUM INSURANCE COMPANY | — | 28 | December | $780 |
| ACI SPECIALTY BENEFITS | — | 181 | December | $0 |
Questions
Who is RESIDENTIAL WHOLESALE MORTGAGE, INC's benefits broker?
Per its most recent Form 5500 Schedule A, RESIDENTIAL WHOLESALE MORTGAGE, INC's broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does RESIDENTIAL WHOLESALE MORTGAGE, INC use?
RESIDENTIAL WHOLESALE MORTGAGE, INC's benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 8 disclosed carriers.
When does RESIDENTIAL WHOLESALE MORTGAGE, INC's group plan renew?
The most recent Schedule A policy period for RESIDENTIAL WHOLESALE MORTGAGE, INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RESIDENTIAL WHOLESALE MORTGAGE, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.