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  2. HOMESTEAD FUNDING CORP.
Sponsor portfolio

HOMESTEAD FUNDING CORP.

EIN 14-1770243-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$45.5M assets
Welfare
2
$2.6M premiums
Participants
619
8 AIRLINE DRIVE - ALBANY, NY 12205518-464-1100
Plans on this EIN
3 filings
#001401k-$45.5M - 313 part#520Mixed-$2.6M - 264 lives#525Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.6M premiums / 264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Other$141K
  • Life$97K
  • Long-term disability$35K
  • Vision$15K
  • Short-term disability$12K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • AFLAC1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $2.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • ROBERT G. RELPH AGENCY, INC.63%
  • NFP INSURANCE SERVICES INC31%
  • MJ INSURANCE3%
  • PLANSOURCE BENEFIT ADMINISTRATION1%
  • RELPH ROBERT G AGENCY INC1%
  • +2 more
Total $99K7 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

HOMESTEAD FUNDING CORP. 401(K) PLAN

401k

Assets$45.5M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

HOMESTEAD FUNDING CORP WELFARE BENEFITS PLAN

Mixed - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.

Premiums$2.6M
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

HOMESTEAD FUNDING CORP SECTION 105(H) HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOMESTEAD FUNDING CORP. 401(K) PLAN401k$45.5M3132025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
520HOMESTEAD FUNDING CORP WELFARE BENEFITS PLANMixedHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$2.6M2642025
525HOMESTEAD FUNDING CORP SECTION 105(H) HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002025
Retirement plans
Welfare plans
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