Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOMEBRIDGE, INC.
EIN 94-2985244hospital & health careLatest filing 2025
Plans
3
Retirement
2
$9.3M assets
Welfare
1
$6.3M premiums
Participants
1,252
1035 MARKET STREET, L-1 - SAN FRANCISCO, CA 94103415-255-2079LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 824 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
94%top
- TIAA94%
- (Not disclosed)6%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.3M premiums / 423 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.0M
- Dental$274K
- Vision$21K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- KAISER FOUNDATION HEALTH PLAN INC95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
82%top
- ALLIANT INSURANCE SERVICES, INC.82%
- ACRISURE LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HOMEBRIDGE 403(B) PLAN
401k
Assets$8.8M
Participants800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HOMEBRIDGE MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$554K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOMEBRIDGE, INC. WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$6.3M
Covered lives423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOMEBRIDGE 403(B) PLAN | 401k | $8.8M | 800 | 2024 | |
| 001 | HOMEBRIDGE MONEY PURCHASE PENSION PLAN | MoneyPurchase | $554K | 24 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOMEBRIDGE, INC. WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $6.3M | 423 | 2025 |
Retirement plans
Welfare plans