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Sponsor portfolio

HOMEWARD, INC.

EIN 32-0594976-real estate-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$1.9M premiums
Participants
553
1007 S. CONGRESS, BUILDING 9, SUITE 410 - AUSTIN, TX 78704512-956-5087homeward.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$7.5M - 356 part#501Fully Insured-$1.9M - 341 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Prescription drug$1.7M
  • Vision$151K
  • Life$151K
  • Short-term disability$151K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $22K1 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

HOMEWARD INC. 401(K) PLAN

401k

Assets$7.5M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOMEWARD INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.9M
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOMEWARD INC. 401(K) PLAN401k$7.5M3562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOMEWARD INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.9M3412025
Retirement plans
Welfare plans
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