Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Life$102K
- Short-term disability$102K
- Long-term disability$102K
- Other$102K
- Dental$71K
- +1 more
Sponsor portfolio
BALANCE AUTISM
EIN 42-1377412mental health careLatest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$1.4M premiums
Participants
870
1625 ADVENTURELAND DRIVE, STE B - ALTOONA, IA 50009515-967-4369balanceautism.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 317 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- DELTA DENTAL OF CALIFORNIA5%
- VERATRUS BENEFIT SOLUTIONS1%
Broker market share
Schedule A broker compensation
92%top
- ASSUREDPARTNERS92%
- BHERD8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BALANCE AUTISM RETIREMENT PLAN
403b
Assets$11.5M
Participants553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOMESTEAD AUTISM SERVICES FLEXIBLE BENEFITS PROGRAM
Fully Insured - WELLMARK HEALTH PLAN OF IOWA, INC.
Premiums$1.4M
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BALANCE AUTISM RETIREMENT PLAN | 403b | $11.5M | 553 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOMESTEAD AUTISM SERVICES FLEXIBLE BENEFITS PROGRAM | Fully Insured | WELLMARK HEALTH PLAN OF IOWA, INC. | $1.4M | 317 | 2025 |
Retirement plans
Welfare plans