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Sponsor portfolioTH

HOPEWEST

EIN 84-1207388-hospital & health care-Latest filing 2024
Plans
5
Retirement
1
$21.3M assets
Welfare
4
$971K premiums
Participants
1,912
3090 NORTH 12TH STREET, UNIT B - GRAND JUNCTION, CO 81506970-257-2372hopewestco.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
5 filings
#001403b-$21.3M - 558 part#505Mixed-$864K - 424 lives#504Fully Insured-$70K - 329 lives#501Fully Insured-$35K - 328 lives#503Fully Insured-$2K - 270 lives

Benefits portfolio analytics

4 plans / $971K premiums / 1,351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$830K
  • Vision$830K
  • Life$64K
  • Other$41K
  • Long-term disability$35K
  • Dental$2K
Total $971K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY11%
  • TRI-AD4%
Total $971K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • PARKER SMITH & FEEK INC.89%
  • WATCHTOWER TECHNOLOGIES INC11%
Total $14K2 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

HOPEWEST 403(B) PLAN

403b

Assets$21.3M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HOPEWEST GROUP HEALTH PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$864K
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HOPEWEST GROUP LIFE INSURANCE

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$70K
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HOPEWEST GROUP LONG-TERM DISABILITY INSURANCE

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$35K
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HOPEWEST GROUP DENTAL INSURANCE

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOPEWEST 403(B) PLAN403b$21.3M5582024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HOPEWEST GROUP HEALTH PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$864K4242024
504HOPEWEST GROUP LIFE INSURANCEFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$70K3292024
501HOPEWEST GROUP LONG-TERM DISABILITY INSURANCEFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$35K3282024
503HOPEWEST GROUP DENTAL INSURANCEFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2K2702024
Retirement plans
Welfare plans
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