Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Other$339K
- Dental$315K
- Vision$315K
- Life$315K
- Short-term disability$315K
- +1 more
Sponsor portfolio
THE ROAD HOME
EIN 87-0212465non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$3.5M premiums
Participants
768
1415 S MAIN STREET - SALT LAKE CITY, UT 84115801-359-4142theroadhome.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.5M premiums / 366 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- SELECTHEALTH90%
- RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
97%top
- GCG FINANCIAL LLC97%
- PAM ANDERSON & ASSOCIATES INC1%
- STEPHANIE COLTRIN1%
- SHERRIE M HOPKINS INS AGCY LUTCF,PC0%
- PERRY FINANCIAL GROUP0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE ROAD HOME 403(B)(7) RETIREMENT PLAN
403b
Assets$10.9M
Participants547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE ROAD HOME HEALTH BENEFITS PLAN
Fully Insured - SELECTHEALTH
Premiums$3.5M
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ROAD HOME 403(B)(7) RETIREMENT PLAN | 403b | $10.9M | 547 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE ROAD HOME HEALTH BENEFITS PLAN | Fully Insured | SELECTHEALTH | $3.5M | 366 | 2025 |
Retirement plans
Welfare plans