Form 5500 · Employee benefit plan · SCOTTSDALE, AZ
V.I.P. MORTGAGE, INC.
Public Form 5500 records show how V.I.P. MORTGAGE, INC. (SCOTTSDALE, AZ) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1720343 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 348 | December | $43,075 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 537 | December | $20,880 |
Questions
Who is V.I.P. MORTGAGE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, V.I.P. MORTGAGE, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does V.I.P. MORTGAGE, INC. use?
V.I.P. MORTGAGE, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does V.I.P. MORTGAGE, INC.'s group plan renew?
The most recent Schedule A policy period for V.I.P. 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 V.I.P. MORTGAGE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.