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Sponsor portfolio

HOMESITE SERVICES, INC.

EIN 37-1502322-building materials-Latest filing 2025
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$2.3M premiums
Participants
904
6611 PRESTON AVENUE, SUITE E - LIVERMORE, CA 94551925-237-3067homesiteservices.netLinkedIn501-1000 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$8.9M - 404 part#501Fully Insured-$2.3M - 500 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$692K
  • Vision$692K
  • Life$223K
  • Other$223K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • KAISER FOUNDATION HEALTH PLAN INC70%
  • ANTHEM LIFE INSURANCE COMPANY20%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • EDGEWOOD PARTNERS INSURANCE CENTER88%
  • AMWINS12%
Total $133K2 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

HOMESITE SERVICES, INC. 401K PLAN

401k

Assets$8.9M
Participants404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOMESITE SERVICES, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$2.3M
Covered lives500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOMESITE SERVICES, INC. 401K PLAN401k$8.9M4042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOMESITE SERVICES, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$2.3M5002025
Retirement plans
Welfare plans
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