PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PROJECT HOME
Sponsor portfolio

PROJECT HOME

EIN 23-2555950-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$15.0M assets
Welfare
1
$3.4M premiums
Participants
879
1415 FAIRMOUNT AVE, STE 241 - PHILADELPHIA, PA 19130215-232-7272projecthome.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filings
#002401k-$15.0M - 527 part#515Mixed-$3.4M - 493 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 493 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$626K
  • Life$356K
  • Short-term disability$356K
  • Long-term disability$356K
  • Other$356K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
  • WILLIAM A GRAHAM COMPANY0%
Total $187K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PROJECT HOME 401(K) PLAN

401k

Assets$15.0M
Participants527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

PROJECT HOME EMPLOYEE BENEFIT PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$3.4M
Covered lives493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PROJECT HOME 401(K) PLAN401k$15.0M5272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515PROJECT HOME EMPLOYEE BENEFIT PLANMixedINDEPENDENCE BLUE CROSS$3.4M4932025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica