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  2. Homebridge Financial Services
  • Benefits analytics
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Filings through Oct 24, 2026.

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Homebridge Financial Services

EIN 22-3123730-financial services-Latest filing 2025
Plans
2
Retirement
1
$65.8M assets
Health & Benefits
1
$4.1M premiums
Participants
858
99 WOOD AVENUE SOUTH, SUITE 301 - ISELIN, NJ 088302710732-738-7100homebridge.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$65.8M - 665 part#501Fully insured-$4.1M - 548 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $4.1M premiums / 548 covered lives

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
Total $4.1M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST

401(k)

Assets$65.8M
Participants665
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HOMEBRIDGE FINANCIAL SERVICES HEALTH AND WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.1M
Covered lives548
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST401(k)$65.8M6652025
  • HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST$65.8M
    #001 · 401(k) · 2025665

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HOMEBRIDGE FINANCIAL SERVICES HEALTH AND WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$4.1M5482025
  • HOMEBRIDGE FINANCIAL SERVICES HEALTH AND WELFARE PLAN$4.1M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025548
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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