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Sponsor portfolio

HOMEFIRST HOLDINGS, INC

EIN 36-5008279-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$835K assets
Welfare
1
$1.2M premiums
Participants
544
1101 KERMIT DR, SUITE 204 - NASHVILLE, TN 37217615-913-0654
Plans on this EIN
2 filings
#001401k-$835K - 462 part#501Fully Insured-$1.2M - 145 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$884K
  • Dental$325K
  • Vision$325K
  • Life$325K
  • Short-term disability$325K
  • Long-term disability$325K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA27%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • GALLAGHER BENEFIT SERVICES, INC.48%
  • STEPHANIE HAWKINS35%
  • THE CASON GROUP INC17%
Total $124K3 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

HOMEFIRST HOLDINGS, INC

401k

Assets$835K
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOMEFIRST HOLDINGS INC. WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.2M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOMEFIRST HOLDINGS, INC401k$835K4622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOMEFIRST HOLDINGS INC. WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.2M1452025
Retirement plans
Welfare plans
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