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Sponsor portfolioTH

FOCUS ON THE FAMILY

EIN 95-3188150-health, wellness and fitness-Latest filing 2025
Plans
8
Retirement
1
$83.2M assets
Welfare
7
$1.5M premiums
Participants
3,938
8605 EXPLORER DRIVE - COLORADO SPRINGS, CO 80920719-531-3400LinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
8 filings
#002403b-$83.2M - 786 part#506Mixed-$1.0M - 539 lives#503Fully Insured-$174K - 611 lives#505Fully Insured-$170K - 565 lives#504Fully Insured-$49K - 565 lives#510Fully Insured-$40K - 37 lives#507Self Funded-0 lives#509Self Funded-0 lives

Benefits portfolio analytics

7 plans / $1.5M premiums / 2,317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$986K
  • Stop-loss$986K
  • Life$174K
  • Long-term disability$170K
  • Short-term disability$89K
  • Vision$51K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HM LIFE INSURANCE COMPANY67%
  • STANDARD INSURANCE COMPANY27%
  • EYEMED VISION CARE3%
  • AFLAC3%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • INSURANCE OFFICE OF AMERICA65%
  • USI INSURANCE SERVICES LLC20%
  • KEVIN LORENZEN10%
  • JUDE M MONTOYA2%
  • TANYA ROBINSON1%
  • +3 more
Total $30K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FOCUS ON THE FAMILY 403(B) PLAN

403b

Assets$83.2M
Participants786
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

FOCUS ON THE FAMILY PREMIUM PAYMENT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FOCUS ON THE FAMILY GROUP LIFE

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$174K
Covered lives611
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

FOCUS ON THE FAMILY GROUP LONG TERM DISABILITY INSURANCE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$170K
Covered lives565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

FOCUS ON THE FAMILY GROUP SHORT TERM DISABILITY INSURANCE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$49K
Covered lives565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

FOCUS ON THE FAMILY AFLAC PLAN

Fully Insured - AFLAC

Premiums$40K
Covered lives37
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

FOCUS ON THE FAMILY FLEXIBLE SPENDING ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

FOCUS ON THE FAMILY TRANSITION PAY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FOCUS ON THE FAMILY 403(B) PLAN403b$83.2M7862025

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
506FOCUS ON THE FAMILY PREMIUM PAYMENT PLANMixedHM LIFE INSURANCE COMPANY$1.0M5392025
503FOCUS ON THE FAMILY GROUP LIFEFully InsuredSTANDARD INSURANCE COMPANY$174K6112025
505FOCUS ON THE FAMILY GROUP LONG TERM DISABILITY INSURANCE PLANFully InsuredSTANDARD INSURANCE COMPANY$170K5652025
504FOCUS ON THE FAMILY GROUP SHORT TERM DISABILITY INSURANCE PLANFully InsuredSTANDARD INSURANCE COMPANY$49K5652025
510FOCUS ON THE FAMILY AFLAC PLANFully InsuredAFLAC$40K372025
507FOCUS ON THE FAMILY FLEXIBLE SPENDING ACCOUNT PLANSelf Funded-$002025
509FOCUS ON THE FAMILY TRANSITION PAY BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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