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Sponsor portfolio

HOMETRUST MORTGAGE COMPANY

EIN 76-0578435-financial services-Latest filing 2025
Plans
3
Retirement
1
$25.3M assets
Welfare
2
$962K premiums
Participants
494
5353 W ALABAMA SUITE 500 - HOUSTON, TX 770565922713-369-4050hometrustmortgageloansatlantageorgia.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$25.3M - 149 part#501Fully Insured-$880K - 204 lives#503Mixed-$83K - 141 lives

Benefits portfolio analytics

2 plans / $962K premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$880K
  • Dental$880K
  • Vision$880K
  • Prescription drug$880K
  • Other$80K
  • Life$74K
  • +2 more
Total $962K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $962K4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • USI INSURANCE SERVICES LLC90%
  • ASSUREDPARTNERS8%
  • FIDELITY SECURITY LIFE INSURANCE CO2%
Total $50K3 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

HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PROFIT SHARING PLAN

401k

Assets$25.3M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOMETRUST MORTGAGE COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$880K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HOMETRUST MORTGAGE COMPANY CAFETERIA PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$83K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PROFIT SHARING PLAN401k$25.3M1492025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOMETRUST MORTGAGE COMPANY EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$880K2042025
503HOMETRUST MORTGAGE COMPANY CAFETERIA PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$83K1412025
Retirement plans
Welfare plans
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