PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HOMESPIRE MORTGAGE CORPORATION
Sponsor portfolio

HOMESPIRE MORTGAGE CORPORATION

EIN 20-8279218-financial services-Latest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$53K premiums
Participants
246
540 GAITHER ROAD, SUITE 400 - ROCKVILLE, MD 20850301-337-8952homespiremortgage.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$9.2M - 246 part#501Mixed-$53K - 17 lives

Benefits portfolio analytics

1 plan / $53K premiums / 17 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$36K
  • Life$12K
  • Long-term disability$12K
  • Other$12K
  • Vision$5K
Total $53K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNITED HEALTHCARE INSURANCE COMPANY77%
  • UNITEDHEALTHCARE INSURANCE COMPANY23%
Total $53K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $3K1 slice

Plan deep-dives

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

HOMESPIRE MORTGAGE CORPORATION 401K PROFIT SHARING PLAN AND TRU

401k

Assets$9.2M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOMESPIRE MORTGAGE CORPORATION WELFARE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$53K
Covered lives17
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOMESPIRE MORTGAGE CORPORATION 401K PROFIT SHARING PLAN AND TRU401k$9.2M2462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOMESPIRE MORTGAGE CORPORATION WELFARE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$53K172025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica