Calcon Mutual Mortage LLC Dba Onetrust Home Loans Wrap Plan — Form 5500 plan (Calcon Mutual Mortgage LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Calcon Mutual Mortage LLC Dba Onetrust Home Loans Wrap Plan is a benefit plan reported by Calcon Mutual Mortgage LLC under EIN 77-0717225 and plan number 503. The latest loaded filing year is 2023. The filing reports 243 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants243Covered participants reported
Assets / participantNot reported
Provider compensation$801.4K3 Schedule C provider row(s)$801,380
- Plan sponsor
- Calcon Mutual Mortgage LLC
- EIN
- 77-0717225
- Plan number
- 503
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | C | 20241010174631NAL0020644161001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optum Rx Inc. | PHARMACY BENEFIT MGT | $487,228 | $913 | 2023 |
| Umr, Inc. | CLAIMS PROCESSING | $223,851 | $1,048 | 2023 |
| Click2bind Insurance Services Inc | BROKER | $88,340 | not reported in the loaded dataset | 2023 |