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
Filings through .
Hometrust Mortgage Company
EIN 76-0578435financial servicesLatest filing 2025
Plans
3
Retirement
1
$25.3M assets
Health & Benefits
2
$962K premiums
Participants
494
5353 W ALABAMA SUITE 500 - HOUSTON, TX 770565922713-369-4050hometrustmortgageloansatlantageorgia.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $962K premiums / 345 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PROFIT SHARING PLAN
401(k)
Assets$25.3M
Participants149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HOMETRUST MORTGAGE COMPANY EMPLOYEE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$880K
Covered lives204
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
HOMETRUST MORTGAGE COMPANY CAFETERIA PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$83K
Covered lives141
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PROFIT SHARING PLAN | 401(k) | $25.3M | 149 | 2025 |
- #001 · 401(k) · 2025149
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HOMETRUST MORTGAGE COMPANY EMPLOYEE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $880K | 204 | 2025 |
| #503 | HOMETRUST MORTGAGE COMPANY CAFETERIA PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $83K | 141 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025204
- #503 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025141
Retirement plans
Health & Benefits plans