Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$583K
- Prescription drug$583K
- Other$63K
- Dental$51K
- Vision$46K
- Life$46K
- +1 more
Sponsor portfolio
HOPE, INC.
EIN 86-0655390health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$697K premiums
Participants
235
877 S. ALVERNON WAY SUITE 200 - TUCSON, AZ 85711520-971-4048hopearizona.orgLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $697K premiums / 150 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- DELTA DENTAL OF CALIFORNIA7%
- PRINCIPAL LIFE INSURANCE COMPANY7%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
80%top
- MARSH & MCLENNAN AGENCY LLC80%
- LOVITT AND TOUCHE, INC.12%
- AMWINS6%
- BLUE CROSS BLUE SHIELD OF FLORIDA1%
- CATHERINE L LEE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOPE, INC. 401(K) PLAN
401k
Assets$2.9M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOPE, INC HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$697K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOPE, INC. 401(K) PLAN | 401k | $2.9M | 122 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOPE, INC HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $697K | 150 | 2025 |
Retirement plans
Welfare plans