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Sponsor portfolio

HISTORY MAKER HOMES

EIN 20-0500170-real estate-Latest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$1.1M premiums
Participants
546
1038 TEXAN TRAIL, BUILDING 1 - GRAPEVINE, TX 76051817-849-5276historymakerhomes.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$13.2M - 395 part#501Fully Insured-$1.1M - 211 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$702K
  • Prescription drug$702K
  • Dental$154K
  • Other$104K
  • Life$57K
  • Long-term disability$40K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY66%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY32%
  • NEW BENEFITS2%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • HOTCHKISS INSURANCE AGENCY, LLC66%
  • CENTERSTONE INSURANCE AND FINANCIAL27%
  • GALLAGHER BENEFIT SERVICES, INC.4%
  • ROGERS BENEFIT GROUP INC3%
Total $178K4 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

HMH LIFESTYLES L.P. 401(K) PLAN

401k

Assets$13.2M
Participants395
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HMH LIFESTYLES, L.P. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HMH LIFESTYLES L.P. 401(K) PLAN401k$13.2M3952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HMH LIFESTYLES, L.P. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M2112025
Retirement plans
Welfare plans
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