Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$133K
- Vision$133K
- Other$85K
- Life$68K
- +2 more
Sponsor portfolio
HB WEALTH MANAGEMENT LLC
EIN 87-2119854Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$45.7M assets
Welfare
1
$1.4M premiums
Participants
456
3550 LENOX ROAD NE, SUITE 2700 - ATLANTA, GA 30326404-264-1400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 229 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- STARMOUNT LIFE INSURANCE COMPANY10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- RELYMD1%
Broker market share
Schedule A broker compensation
82%top
- DIGITAL INSURANCE LLC82%
- CENTRO BENEFITS RESEARCH LLC15%
- UNKNOWN4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOMRICH BERG 401(K) PROFIT SHARING PLAN
401k
Assets$45.7M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HB WEALTH MANAGEMENT, LLC WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Premiums$1.4M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOMRICH BERG 401(K) PROFIT SHARING PLAN | 401k | $45.7M | 238 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HB WEALTH MANAGEMENT, LLC WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $1.4M | 229 | 2024 |
Retirement plans
Welfare plans