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  2. HORIZON HOUSE, INC.
Sponsor portfolioTH

HORIZON HOUSE, INC.

EIN 23-1413304-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$30.6M assets
Welfare
1
$6.8M premiums
Participants
2,198
5901 MARKET STREET - PHILADELPHIA, PA 19139215-386-3838LinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
3 filings
#005403b-$24.8M - 1,033 part#006ProfitSharing-$5.7M - 785 part#503Mixed-$6.8M - 688 lives

Retirement portfolio analytics

2 plans aggregated / $30.6M assets / 1,818 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • 403(B) RETIREMENT PLAN (#005)81%
  • PLAN AND TRUST (#006)19%
Total $30.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $30.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#005)1,033
  • PLAN AND TRUST (#006)785
Total 1,818Click row to drill in

Benefits portfolio analytics

1 plan / $6.8M premiums / 688 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Other$177K
  • Long-term disability$97K
  • Life$33K
  • +1 more
Total $6.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • AMERIHEALTH INSURANCE COMPANY1%
  • COUNTRYWIDE ENTERPRISES, INC.0%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $6.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ASSUREDPARTNERS83%
  • BROWN & BROWN INSURANCE SERVICES16%
  • THE ULTIMATE SOFTWARE GROUP1%
  • HORIZON INSURANCE COMPANY0%
  • BENETEK CORPORATION0%
  • +1 more
Total $286K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

HORIZON HOUSE 403(B) RETIREMENT PLAN

403b

Assets$24.8M
Participants1,033
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

HORIZON HOUSE, INC. EMPLOYER RETIREMENT PLAN AND TRUST

ProfitSharing

Assets$5.7M
Participants785
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HORIZON HOUSE, INC. EMPLOYEE BENEFIT PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$6.8M
Covered lives688
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005HORIZON HOUSE 403(B) RETIREMENT PLAN403b$24.8M1,0332024
006HORIZON HOUSE, INC. EMPLOYER RETIREMENT PLAN AND TRUSTProfitSharing$5.7M7852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HORIZON HOUSE, INC. EMPLOYEE BENEFIT PLANMixedINDEPENDENCE BLUE CROSS$6.8M6882025
Retirement plans
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