Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$74K
- Short-term disability$74K
- Long-term disability$74K
- Other$74K
Sponsor portfolio
HOME ASSET, INC.
EIN 76-0367495Latest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$74K premiums
Participants
253
8827 WEST SAM HOUSTON PARKWAY NORTH, SUITE 200 - HOUSTON, TX 77040281-477-4300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $74K premiums / 122 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
57%top
- BROWN & BROWN INSURANCE SERVICES57%
- HAYS COMPANIES, INC.36%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEWQUEST PROPERTIES 401(K) PROFIT SHARING PLAN
401k
Assets$15.8M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOME ASSET, INC. DBA NEWQUEST PROPERTIES BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSRUANCE COMPANY
Premiums$74K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEWQUEST PROPERTIES 401(K) PROFIT SHARING PLAN | 401k | $15.8M | 131 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOME ASSET, INC. DBA NEWQUEST PROPERTIES BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSRUANCE COMPANY | $74K | 122 | 2025 |
Retirement plans
Welfare plans