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Sponsor portfolio

JEROME HOME

EIN 06-0646690-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$9.6M assets
Welfare
1
$2.5M premiums
Participants
742
975 CORBIN AVENUE - NEW BRITAIN, CT 06052860-356-8216jeromehome.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#003403b-$6.0M - 375 part#004401k-$3.6M - 219 part#501Fully Insured-$2.5M - 237 lives

Retirement portfolio analytics

2 plans aggregated / $9.6M assets / 594 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • JEROME HOME 403(B) (#003)63%
  • JEROME HOME 401(K) (#004)37%
Total $9.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JEROME HOME 403(B) (#003)375
  • JEROME HOME 401(K) (#004)219
Total 594Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 237 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$2.4M
  • Life$61K
  • Short-term disability$61K
  • Long-term disability$61K
  • Other$61K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • HARTFORD LIFE AND ACCIDENT2%
  • EYEMED VISION CARE0%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • DIGITAL INSURANCE LLC93%
  • CENTRO BENEFITS RESEARCH LLC6%
  • ASSUREDPARTNERS1%
Total $49K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JEROME HOME 403(B) PLAN

403b

Assets$6.0M
Participants375
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

JEROME HOME 401(K) PLAN

401k

Assets$3.6M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEROME HOME WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JEROME HOME 403(B) PLAN403b$6.0M3752024
004JEROME HOME 401(K) PLAN401k$3.6M2192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEROME HOME WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.5M2372025
Retirement plans
Welfare plans
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