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Sponsor portfolio

TRUE HOMES, LLC

EIN 26-1483906-construction-Latest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$326K premiums
Participants
833
2649 BREKONRIDGE CENTRE DR. - MONROE, NC 28110980-313-3211truehomesusa.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$24.3M - 473 part#501Mixed-$326K - 710 lives

Benefits portfolio analytics

1 plan / $326K premiums / 710 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$116K
  • Life$102K
  • Other$102K
  • Vision$55K
  • Long-term disability$53K
Total $326K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY83%
  • EYEMED VISION CARE17%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $326K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $48K1 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

TRUE HOMES, LLC 401(K) PLAN

401k

Assets$24.3M
Participants473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUE HOMES, LLC HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL

Premiums$326K
Covered lives710
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUE HOMES, LLC 401(K) PLAN401k$24.3M4732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUE HOMES, LLC HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL$326K7102025
Retirement plans
Welfare plans
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