Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Life$81K
- Short-term disability$81K
- Long-term disability$81K
- Other$81K
- +2 more
Sponsor portfolioTH
HOMEWISE, INC
EIN 85-0346325non-profit organization managementLatest filing 2024
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$1.2M premiums
Participants
249
1301 SILER RD, SUITE D - SANTA FE, NM 87507505-983-6214homewise.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 192 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- DEARBORN LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
HOMEWISE 403(B) PENSION PLAN
403b
Assets$10.0M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOMEWISE, INC
Fully Insured - BLUECROSS BLUESHIELD OF NEW MEXICO
Premiums$1.2M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HOMEWISE 403(B) PENSION PLAN | 403b | $10.0M | 140 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOMEWISE, INC | Fully Insured | BLUECROSS BLUESHIELD OF NEW MEXICO | $1.2M | 192 | 2024 |
Retirement plans
Welfare plans