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Sponsor portfolio

HOMECARE SOFTWARE SOLUTIONS, LLC

EIN 33-1176664-medical practice-Latest filing 2025
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$1.7M premiums
Participants
1,073
1180 6TH AVENUE, 20TH FLOOR - NEW YORK, NY 10036718-407-4633LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$15.2M - 518 part#501Mixed-$1.7M - 641 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 641 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Life$399K
  • Short-term disability$399K
  • Long-term disability$399K
  • Other$399K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY73%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY24%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • COMPANION LIFE INSURANCE COMPANY0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • USI INSURANCE SERVICES LLC80%
  • PATRIOT GROWTH INSURANCE SERVICES19%
  • UNKNOWN1%
Total $55K3 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

HOMECARE SOFTWARE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$15.2M
Participants518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOMECARE SOFTWARE SOLUTIONS, LLC, DBA HHAEXCHANGE WRAP PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives641
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOMECARE SOFTWARE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN401k$15.2M5182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOMECARE SOFTWARE SOLUTIONS, LLC, DBA HHAEXCHANGE WRAP PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M6412025
Retirement plans
Welfare plans
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