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Sponsor portfolio

HOPEWELL FUND

EIN 47-3681860-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$2.1M premiums
Participants
320
1828 L STREET NORTHWEST, SUITE 300 D - WASHINGTON, DC 20036202-664-8763hopewellfund.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$9.7M - 199 part#501Fully Insured-$2.1M - 125 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$241K
  • Vision$241K
  • Life$241K
  • Short-term disability$241K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • TRIBRIDGE PARTNERS LLC92%
  • LIFETIME BENEFITS LLC8%
Total $71K2 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

HOPEWELL FUND 401(K) PLAN

401k

Assets$9.7M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOPEWELL FUND EMPLOYEE BENEFITS PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$2.1M
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOPEWELL FUND 401(K) PLAN401k$9.7M1992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOPEWELL FUND EMPLOYEE BENEFITS PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$2.1M1252025
Retirement plans
Welfare plans
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