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Sponsor portfolioTH

FIRSTKEY HOMES, LLC

EIN 61-1766648-real estate-Latest filing 2025
Plans
2
Retirement
1
$28.2M assets
Welfare
1
$1.4M premiums
Participants
1,813
600 GALLERIA PARKWAY, SUITE 300 - ATLANTA, GA 30339678-540-7700firstkeyhomes.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$28.2M - 978 part#501Mixed-$1.4M - 1,501 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$698K
  • Dental$559K
  • Life$526K
  • Short-term disability$526K
  • Long-term disability$526K
  • Vision$103K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • UNITEDHEALTHCARE INSURANCE COMPANY41%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY39%
  • COMBINED INSURANCE COMPANY OF AMERICA10%
  • VISION SERVICE PLAN8%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • LOCKTON COMPANIES, LLC71%
  • IBENEFIT COMMUNICATION LLC28%
  • THOMAS OWENS1%
Total $60K3 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

FIRSTKEY HOMES 401(K) PLAN

401k

Assets$28.2M
Participants978
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRSTKEY HOMES HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRSTKEY HOMES 401(K) PLAN401k$28.2M9782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRSTKEY HOMES HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.4M1,5012025
Retirement plans
Welfare plans
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