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Sponsor portfolioTH

HOPE ENTERPRISE CORPORATION

EIN 64-0851798-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$3.4M premiums
Participants
613
4 OLD RIVER PLACE - JACKSON, MS 39202601-944-4177hope-ec.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$12.9M - 267 part#501Fully Insured-$3.4M - 466 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Other$209K
  • Dental$187K
  • Vision$187K
  • Life$136K
  • Short-term disability$68K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • AFLAC2%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • ROSS & YERGER INSURANCE INC58%
  • SCOTT BINGHAM41%
  • EA LEGACY LLC1%
Total $205K3 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

HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN

401k

Assets$12.9M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOPE ENTERPRISE CORPORATION EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY

Premiums$3.4M
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN401k$12.9M2672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOPE ENTERPRISE CORPORATION EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY$3.4M4662025
Retirement plans
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