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Sponsor portfolio

HOUSING COUNSELING SERVICES, INC.

EIN 52-0958568-mental health care-Latest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$7K premiums
Participants
290
2410 17TH STREET NW, SUITE 100, ADAMS ALLEY - WASHINGTON, DC 200092764202-667-7006housingetc.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001403b-$8.8M - 186 part#502Fully Insured-$7K - 99 lives

Benefits portfolio analytics

1 plan / $7K premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$7K
  • Life$540
  • Other$540
Total $7K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $7K1 slice

Broker market share

Schedule A broker compensation

Split broker
60%top
  • SCOTT GOLDEN60%
  • JAMES R NELLIGAN & ASSOCIATES LLC20%
  • SENTINELS FINANCIAL GROUP10%
  • INSURANCE MARKETPLACE LLC10%
Total $2K4 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

HOUSING COUNSELING SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN

403b

Assets$8.8M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HOUSING COUNSELING SERVICES, INC. LIFE & DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$7K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOUSING COUNSELING SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN403b$8.8M1862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HOUSING COUNSELING SERVICES, INC. LIFE & DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$7K992025
Retirement plans
Welfare plans
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