Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Dental$3.6M
- Life$118K
- Short-term disability$116K
- Long-term disability$116K
- +2 more
Sponsor portfolioTH
HOMEBRIDGE FINANCIAL SERVICES, INC.
EIN 22-3123730financial servicesLatest filing 2025
Plans
2
Retirement
1
$66.6M assets
Welfare
1
$4.1M premiums
Participants
989
99 WOOD AVE SOUTH, SUITE 301 - ISELIN, NJ 08830201-498-9300homebridge.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 548 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- KAISER FOUNDATION HEALTH PLAN INC10%
- HARTFORD LIFE AND ACCIDENT3%
- VISION SERVICE PLAN1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST
401k
Assets$66.6M
Participants796
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOMEBRIDGE FINANCIAL SERVICES HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.1M
Covered lives548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST | 401k | $66.6M | 796 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOMEBRIDGE FINANCIAL SERVICES HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.1M | 548 | 2025 |
Retirement plans
Welfare plans