Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Other$496K
- Life$159K
- Short-term disability$71K
- Long-term disability$71K
- Vision$46K
- +1 more
Sponsor portfolio
EMBRACE HOME LOANS, INC.
EIN 05-0402708financial servicesLatest filing 2025
Plans
2
Retirement
1
$87.0M assets
Welfare
1
$5.4M premiums
Participants
968
25 ENTERPRISE CENTER - MIDDLETOWN, RI 02842401-846-3100embracehomeloans.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.4M premiums / 691 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- AETNA LIFE INSURANCE COMPANY88%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
- DELTA DENTAL OF CALIFORNIA1%
- BOSTON MUTUAL LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
34%top
- HILB GROUP OF NEW ENGLAND34%
- ROLAND FLORENZ24%
- ROLAND D FLORENZ22%
- JAMES R NELLIGAN & ASSOCIATES LLC15%
- UMR, INC.5%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
401(K) PLAN FOR DFH COMPANIES
401k
Assets$87.0M
Participants624
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
EMBRACE HOME LOANS, INC. WELFARE WRAP BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$5.4M
Covered lives691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 401(K) PLAN FOR DFH COMPANIES | 401k | $87.0M | 624 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | EMBRACE HOME LOANS, INC. WELFARE WRAP BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $5.4M | 691 | 2025 |
Retirement plans
Welfare plans