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Sponsor portfolioTH

HOMESTREET, INC.

EIN 91-0186600-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$178.8M assets
Welfare
1
$2.6M premiums
Participants
2,815
601 UNION STREET , SUITE 2000 - SEATTLE, WA 981012326206-623-3050
Plans on this EIN
2 filings
#001ESOP-$178.8M - 1,992 part#502Fully Insured-$2.6M - 819 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 819 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$1.2M
  • Vision$1.2M
  • Other$525K
  • Life$511K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • STANDARD INSURANCE COMPANY20%
  • HAWAII MEDICAL SERVICE ASSOCIATION13%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOMESTREET, INC 401(K) SAVINGS PLAN

ESOP

Assets$178.8M
Participants1,992
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HOMESTREET, INC. WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.6M
Covered lives819
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOMESTREET, INC 401(K) SAVINGS PLANESOP$178.8M1,9922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HOMESTREET, INC. WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.6M8192024
Retirement plans
Welfare plans
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