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Sponsor portfolio

INGLESIDE HOMES, INC.

EIN 51-0113243-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$414K premiums
Participants
162
1005 N. FRANKLIN ST. - WILMINGTON, DE 198064553302-575-0250inglesidehomes.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#002403b-$3.9M - 127 part#501Fully Insured-$414K - 72 lives

Benefits portfolio analytics

1 plan / $414K premiums / 72 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$376K
  • Dental$38K
  • Vision$38K
  • Life$38K
Total $414K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
Total $414K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • SONCHEN, ROBERT75%
  • ASSUREDPARTNERS18%
  • AP BENEFIT ADVISORS, LLC7%
Total $15K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INGLESIDE HOMES SAVINGS AND RETIREMENT PLAN

403b

Assets$3.9M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INGLESIDE HOMES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - HIGHMARK DELAWARE

Premiums$414K
Covered lives72
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INGLESIDE HOMES SAVINGS AND RETIREMENT PLAN403b$3.9M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INGLESIDE HOMES, INC. EMPLOYEE BENEFIT PLANFully InsuredHIGHMARK DELAWARE$414K722024
Retirement plans
Welfare plans
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