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Sponsor portfolio

HOMEWARD BOUND, INC.

EIN 74-2127841-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$962K assets
Welfare
1
$1.8M premiums
Participants
249
PO BOX 222194 - DALLAS, TX 752222194214-941-3500homewardboundinc.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$962K - 112 part#502Fully Insured-$1.8M - 286 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$175K
  • Vision$175K
  • Life$175K
  • Short-term disability$175K
  • Long-term disability$175K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HOLMES MURPHY & ASSOCIATES95%
  • AVANT SPECIALTY BENEFITS LLC5%
Total $66K2 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

403(B) THRIFT PLAN FOR EMPLOYEES OF HOMEWARD BOUND, INC.

401k

Assets$962K
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HOMEWARD BOUND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$1.8M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR EMPLOYEES OF HOMEWARD BOUND, INC.401k$962K1122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HOMEWARD BOUND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$1.8M2862025
Retirement plans
Welfare plans
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