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
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    243 participants · 2Sch C
    View filing →

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    PHARMACY BENEFIT MGT · Direct $487.2K · Indirect $913
  2. 2
    Umr, Inc.$224.9K
    CLAIMS PROCESSING · Direct $223.9K · Indirect $1K
  3. 3
    BROKER · Direct $88.3K

Related Form 5500 pages