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Sponsor portfolio

HOPE COMMUNITY SERVICES, INC.

EIN 73-1098634-mental health care-Latest filing 2024
Plans
3
Retirement
2
$7.2M assets
Welfare
1
$2.5M premiums
Participants
626
6100 S WALKER AVE - OKLAHOMA CITY, OK 731397026405-634-4400hopecsi.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
3 filings
#001ProfitSharing-$5.3M - 241 part#002401k-$2.0M - 123 part#501Fully Insured-$2.5M - 422 lives

Retirement portfolio analytics

2 plans aggregated / $7.2M assets / 364 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • COMMUNITY SERVICES, INC. (#001)73%
  • COMMUNITY SERVICES, INC. (#002)27%
Total $7.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNITY SERVICES, INC. (#001)241
  • COMMUNITY SERVICES, INC. (#002)123
Total 364Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 422 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$2.4M
  • Prescription drug$2.4M
  • Other$117K
  • Short-term disability$74K
  • Long-term disability$74K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • AMERITAS LIFE INSURANCE CORP.1%
  • CURALINC HEALTHCARE0%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $142K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF HOPE COMMUNITY SERVICES, INC.

ProfitSharing

Assets$5.3M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC.

401k

Assets$2.0M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOPE COMMUNITY SERVICES, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$2.5M
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF HOPE COMMUNITY SERVICES, INC.ProfitSharing$5.3M2412024
002TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC.401k$2.0M1232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOPE COMMUNITY SERVICES, INC. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$2.5M4222024
Retirement plans
Welfare plans
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