Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.3M
- Dental$1.3M
- Life$1.0M
- Short-term disability$1.0M
- Long-term disability$1.0M
- Vision$235K
Sponsor portfolio
HOPEBRIDGE, LLC
EIN 20-2605791mental health careLatest filing 2025
Plans
2
Retirement
1
$16.1M assets
Welfare
1
$2.6M premiums
Participants
9,515
3500 DEPAUW BLVD SUITE 3060 - INDIANAPOLIS, IN 46268317-376-8305hopebridge.comLinkedIn1001-5000 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 4,294 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
- VISION SERVICE PLAN9%
Broker market share
Schedule A broker compensation
57%top
- MJ INSURANCE57%
- STEELE INSURANCE21%
- SELERIX SYSTEMS INC11%
- JAMES R NELLIGAN & ASSOCIATES LLC11%
- WATCH TOWER TECHNOLOGIES INC-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOPEBRIDGE, LLC 401(K) PLAN
401k
Assets$16.1M
Participants5,124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOPEBRIDGE, LLC HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.6M
Covered lives4,294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOPEBRIDGE, LLC 401(K) PLAN | 401k | $16.1M | 5,124 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOPEBRIDGE, LLC HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.6M | 4,294 | 2025 |
Retirement plans
Welfare plans