Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOME FOR THE FRIENDLESS - HOMELAND
EIN 23-1365148medical practiceLatest filing 2025
Plans
3
Retirement
2
$30.3M assets
Welfare
1
$865K premiums
Participants
875
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $30.3M assets / 675 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $865K premiums / 201 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$424K
- Short-term disability$235K
- Long-term disability$151K
- Life$131K
- Other$131K
- Dental$90K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
32%top
- EVEREST REINSURANCE COMPANY32%
- NORTHWESTERN MUTUAL21%
- ZURICH AMERICAN INSURANCE COMPANY17%
- CAPITAL ADVANTAGE ASSURANCE COMPANY12%
- AFLAC10%
- +3 more
Broker market share
Schedule A broker compensation
22%top
- JOANN G. CIAVARELLA22%
- BROWN & BROWN INSURANCE SERVICES22%
- KRISE BROEG & BOUSHELL, LLC12%
- MATTHEW ROBERT KRISE8%
- CHRISTOPHER JAY BOUSHELL8%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOMELAND PENSION PLAN
TraditionalDB
Assets$20.7M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HOMELAND CENTER 401(K) PLAN
401k
Assets$9.6M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOMELAND WELFARE PLAN
Fully Insured - EVEREST REINSURANCE COMPANY
Premiums$865K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOMELAND PENSION PLAN | TraditionalDB | $20.7M | 274 | 2025 | |
| 003 | HOMELAND CENTER 401(K) PLAN | 401k | $9.6M | 401 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOMELAND WELFARE PLAN | Fully Insured | EVEREST REINSURANCE COMPANY | $865K | 201 | 2025 |
Retirement plans
Welfare plans