Sponsor portfolio

HOMESERVE USA CORP.

EIN 98-0381967consumer servicesLatest filing 2025

Plans

Retirement

$132.1M assets

Welfare

$1.5M premiums

Participants

3,842

45 GLOVER AVENUE, 6TH FLOOR - NORWALK, CT 06850860-942-4610homeserveusa.comLinkedIn1001-5000 employeesconsumer services

Plans on this EIN

3 filings

#001401k-$97.4M - 1,872 part #002401k-$34.7M - 405 part #501Mixed-$1.5M - 1,595 lives

Retirement portfolio analytics

2 plans aggregated / $132.1M assets / 2,277 participants

Assets by plan

Share of aggregate retirement assets

74%top

Participants by plan

Active + retired + deferred vested

HOMESERVE 401(K) (#001)1,872
FOR UNION EMPLOYEES (#002)405

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,595 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.3M
Life$1.3M
Short-term disability$1.3M
Long-term disability$1.3M
Vision$214K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

86%top

PRUDENTIAL INSURANCE COMPANY OF AMERICA86%
VISION SERVICE PLAN14%
ZURICH AMERICAN INSURANCE COMPANY0%
UNITEDHEALTHCARE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

75%top

GCG FINANCIAL LLC75%
UNITED BEHAVIORAL HEALTH DBA OPTUM24%
IMG0%

Plan deep-dives

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

Retirement#001

HOMESERVE 401(K) PLAN

401k

Assets$97.4M

Participants1,872

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

HOMESERVE USA 401(K) PLAN FOR UNION EMPLOYEES

401k

Assets$34.7M

Participants405

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501