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  2. HOPE ENTERPRISES, INC.
Sponsor portfolio

HOPE ENTERPRISES, INC.

EIN 23-2303287-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$19.0M assets
Welfare
1
$86K premiums
Participants
818
2401 REACH ROAD - WILLIAMSPORT, PA 17703570-326-3745LinkedIn1-10 employees
Plans on this EIN
2 filings
#001403b-$19.0M - 597 part#501Mixed-$86K - 221 lives

Benefits portfolio analytics

1 plan / $86K premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$64K
  • Long-term disability$64K
  • Other$64K
  • Vision$23K
Total $86K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • HARTFORD LIFE AND ACCIDENT74%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA26%
Total $86K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CREATIVE BENEFITS, INC.100%
Total $8K1 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

HOPE ENTERPRISES, INC. RETIREMENT PLAN

403b

Assets$19.0M
Participants597
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOPE ENTERPRISES, INC. WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$86K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOPE ENTERPRISES, INC. RETIREMENT PLAN403b$19.0M5972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOPE ENTERPRISES, INC. WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$86K2212025
Retirement plans
Welfare plans
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