Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
001	PREFERRED HOME SERVICES, LLC	Fully Insured	HEALTH PLANS, INC. (HPI)	$413K	185	2024
502	PREFERRED HOME SERVICES HEALTH & WELFARE BENEFITS PLAN	Fully Insured	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	$162K	181	2025

Retirement plans

Welfare plans

Sponsor portfolio

PREFERRED HOME SERVICES LLC

EIN 46-4640609ConstructionLatest filing 2025

Plans

Retirement

$2.3M assets

Welfare

$575K premiums

Participants

495

4214 DOMINO AVENUE SUITE A - NORTH CHARLESTON, SC 29405843-478-6688LinkedIn1-10 employees

Plans on this EIN

3 filings

#001401k-$2.3M - 186 part #001Fully Insured-$413K - 185 lives #502Fully Insured-$162K - 181 lives

Benefits portfolio analytics

2 plans / $575K premiums / 366 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$162K
Dental$162K
Vision$162K
Life$162K
Short-term disability$162K
Long-term disability$162K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Bundled

100%top

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%

Broker market share

Schedule A broker compensation

Split broker

78%top

VERO ADVISING78%
THE BALDWIN GROUP WEST LLC20%
EB SUBJECT MATTER EXPERTS LLC2%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

PREFERRED HOME SERVICES 401(K) PLAN

401k

Assets$2.3M

Participants186

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#001