Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$871K
- Dental$871K
- Vision$871K
- Prescription drug$871K
- Long-term disability$145K
- Life$121K
- +2 more
Sponsor portfolio
HOMES BY WESTBAY, LLC
EIN 27-1060879real estateLatest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$1.1M premiums
Participants
554
4065 CRESCENT PARK DRIVE - RIVERVIEW, FL 33578813-938-1250homesbywestbay.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 246 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- UNITEDHEALTHCARE INSURANCE COMPANY77%
- NORTHWESTERN MUTUAL13%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
27%top
- ANDERSON BENEFIT SOLUTIONS27%
- FOUNDATION RISK PARTNERS CORP19%
- JAMES L. ERB14%
- WORKSITE AMERICA LLC12%
- WILLIAM E GECEWICZ11%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOMES BY WEST BAY 401(K) PLAN
401k
Assets$19.2M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
HOMES BY WESTBAY HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOMES BY WEST BAY 401(K) PLAN | 401k | $19.2M | 308 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | HOMES BY WESTBAY HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 246 | 2025 |
Retirement plans
Welfare plans