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Sponsor portfolio

HAWTHORNE RESIDENTIAL PARTNERS, LLC

EIN 26-4141876-real estate-Latest filing 2025
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$4.3M premiums
Participants
3,202
806 GREEN VALLEY RD, SUITE 311 - GREENSBORO, NC 274087076336-275-9511hrpliving.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$26.9M - 1,769 part#501Fully Insured-$4.3M - 1,604 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 1,604 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Stop-loss$2.9M
  • Dental$448K
  • Other$442K
  • Short-term disability$381K
  • Long-term disability$381K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
  • DELTA DENTAL OF CALIFORNIA10%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $4.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • WENDY B PACE54%
  • HUB INTERNATIONAL MIDWEST LIMITED38%
  • WILLIFORD INSURANCE GROUP INC.4%
  • PLANSOURCE BENEFIT ADMINISTRATION3%
  • EMPLOYEE FAMILY PROTECTION INC1%
Total $260K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HAWTHORNE RESIDENTIAL PARTNERS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$26.9M
Participants1,769
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAWTHORNE RESIDENTIAL PARTNERS, LLC HEALTH & WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$4.3M
Covered lives1,604
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAWTHORNE RESIDENTIAL PARTNERS 401(K) PROFIT SHARING PLAN & TRUST401k$26.9M1,7692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAWTHORNE RESIDENTIAL PARTNERS, LLC HEALTH & WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$4.3M1,6042025
Retirement plans
Welfare plans
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