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Form 5500 · Employee benefit plan · GEORGETOWN, TX

THRIVE MORTGAGE, LLC

Public Form 5500 records show how THRIVE MORTGAGE, LLC (GEORGETOWN, TX) structures its employee benefits. Its broker of record is CHERRY CREEK INSURANCE AGENCY. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. 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 20-0353048 · plan 504 · as of Jul 2026

Participants
258
Carriers on file
7
Disclosed commissions
$93,431
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife124December$31,900
STARMOUNT LIFE INSURANCE COMPANYDental, Vision147December$26,590
UNUM LIFE INSURANCE COMPANY OF AMERICADisability224December$13,810
UNUM LIFE INSURANCE COMPANY OF AMERICA86December$10,096
UNUM INSURANCE COMPANYHealth29December$6,231
UNUM INSURANCE COMPANYHealth43December$4,804
UNUM INSURANCE COMPANYHealth46December$0

Questions

Who is THRIVE MORTGAGE, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, THRIVE MORTGAGE, LLC's broker of record is CHERRY CREEK INSURANCE AGENCY.

What insurance carrier does THRIVE MORTGAGE, LLC use?

THRIVE MORTGAGE, LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.

When does THRIVE MORTGAGE, LLC's group plan renew?

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

Where does this data come from?

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