Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$531K
- Dental$531K
- Vision$531K
- Prescription drug$531K
- Life$75K
- Short-term disability$75K
- +2 more
Sponsor portfolio
HOMESTEADER, LLC
EIN 83-2639525consumer goodsLatest filing 2025
Plans
3
Retirement
1
$1.9M assets
Welfare
2
$606K premiums
Participants
465
511 OLD HIGHWAY 33 - NEW TAZEWELL, TN 37825423-626-9040homesteadertrailer.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $606K premiums / 340 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
66%top
- RICK METZELDER66%
- THE BALDWIN GROUP WEST LLC34%
- GROUP INSURANCE SERVICES INC0%
- DIGITAL INSURANCE LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOMESTEADER 401(K) PLAN
401k
Assets$1.9M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOMESTEADER LLC WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$531K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
HOMESTEADER LIFE & DISABILITY PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$75K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOMESTEADER 401(K) PLAN | 401k | $1.9M | 125 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOMESTEADER LLC WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $531K | 171 | 2025 | |
| 502 | HOMESTEADER LIFE & DISABILITY PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $75K | 169 | 2025 |
Retirement plans
Welfare plans