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Sponsor portfolioTH

HOMETRUST BANCSHARES, INC.

EIN 56-0181785-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$104.3M assets
Welfare
1
$1.0M premiums
Participants
1,830
10 WOODFIN STREET - ASHEVILLE, NC 288013022828-259-3939hometrustbancshares.comLinkedIn201-500 employees
Plans on this EIN
2 filings
#002ESOP-$104.3M - 755 part#511Mixed-$1.0M - 1,075 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,075 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$984K
  • Life$848K
  • Short-term disability$848K
  • Long-term disability$848K
  • Vision$50K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA94%
  • STARMOUNT LIFE INSURANCE COMPANY5%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.1%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • USI INSURANCE SERVICES LLC81%
  • SHEALY BENEFITS SERVICES INC19%
Total $241K2 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

HOMETRUST BANK KSOP PLAN

ESOP

Assets$104.3M
Participants755
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

HOMETRUST BANK HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives1,075
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HOMETRUST BANK KSOP PLANESOP$104.3M7552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511HOMETRUST BANK HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.0M1,0752025
Retirement plans
Welfare plans
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