Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Dental$2.5M
- Life$120K
- Short-term disability$120K
- Long-term disability$120K
- Other$120K
- +1 more
Filings through .
Sponsor portfolio
Hometap Equity Partners, LLC
EIN 82-3844831Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$18.9M assets
Welfare
1
$2.6M premiums
Participants
722
361 NEWBURY STREET, 5TH FLOOR - BOSTON, MA 02115314-308-5625
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 412 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOMETAP EQUITY PARTNERS 401(K) PLAN
401(k)
Assets$18.9M
Participants458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOMETAP EQUITY PARTNERS HEALTH AND WELFARE PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.6M
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOMETAP EQUITY PARTNERS 401(K) PLAN | 401(k) | $18.9M | 458 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOMETAP EQUITY PARTNERS HEALTH AND WELFARE PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.6M | 412 | 2025 |
Retirement plans
Welfare plans