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Sponsor portfolio

HOUSING WORKS, INC.

EIN 13-3584089-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$21.1M assets
Welfare
1
$556K premiums
Participants
1,306
81 WILLOUGHBY STREET, 2ND FLOOR - BROOKLYN, NY 11201718-408-6566
Plans on this EIN
3 filings
#001403b-$21.1M - 469 part#002401k-$10K - 20 part#501Mixed-$556K - 825 lives

Retirement portfolio analytics

2 plans aggregated / $21.1M assets / 489 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • WORKS, INC. 403(B) (#001)100%
  • WORKS, INC. 401(K) (#002)0%
Total $21.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WORKS, INC. 403(B) (#001)469
  • WORKS, INC. 401(K) (#002)20
Total 489Click row to drill in

Benefits portfolio analytics

1 plan / $556K premiums / 825 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$277K
  • Other$163K
  • Long-term disability$104K
  • Life$57K
  • Vision$11K
Total $556K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY29%
  • AFLAC14%
  • AETNA LIFE INSURANCE COMPANY4%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • +1 more
Total $556K6 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • AON CONSULTING INC45%
  • VARIOUS - SEE ATTACHED36%
  • CUSTOM BENEFIT PROGRAMS INC19%
Total $56K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOUSING WORKS, INC. 403(B) PLAN

403b

Assets$21.1M
Participants469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOUSING WORKS, INC. 401(K) PLAN

401k

Assets$10K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOUSING WORKS, INC. GROUP BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$556K
Covered lives825
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOUSING WORKS, INC. 403(B) PLAN403b$21.1M4692025
002HOUSING WORKS, INC. 401(K) PLAN401k$10K202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOUSING WORKS, INC. GROUP BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$556K8252025
Retirement plans
Welfare plans
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