# HOMESTEAD FUNDING CORP WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **HOMESTEAD FUNDING CORP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | HOMESTEAD FUNDING CORP |
| EIN | 141770243 |
| Plan number | 520 |
| Plan year | 2025 |
| Location | ALBANY, NY |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $2.6M |
| Participants | 153 |
| Persons covered | 264 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HIGHMARK INC. | Health |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other, LTD |
| METLIFE LEGAL PLANS | Other, Health |
| AFLAC | Other |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision |
| MUTUAL OF OMAHA INSURANCE COMPANY | STD |
| METROPOLITAN GENERAL INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| ROBERT G. RELPH AGENCY, INC. | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. |
| NFP INSURANCE SERVICES INC | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. |
| ROBERT G. RELPH AGENCY, INC. | FIRST UNUM LIFE INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | FIRST UNUM LIFE INSURANCE COMPANY |
| PLANSOURCE BENEFIT ADMINISTRATION | FIRST UNUM LIFE INSURANCE COMPANY |
| MJ INSURANCE | AFLAC |
| ROBERT G. RELPH AGENCY, INC. | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| ALERA GROUP, INC. | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| NFP INSURANCE SERVICES INC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| ROBERT G. RELPH AGENCY, INC. | MUTUAL OF OMAHA INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | MUTUAL OF OMAHA INSURANCE COMPANY |
| ALERA GROUP, INC. | MUTUAL OF OMAHA INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | METROPOLITAN LIFE INSURANCE COMPANY |
| ROBERT G. RELPH AGENCY, INC. | METROPOLITAN GENERAL INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | METROPOLITAN GENERAL INSURANCE COMPANY |
| AGS BENEFITS GROUP LLC 420 LEXINGT | METROPOLITAN GENERAL INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/141770243-520
- Cite as: PlanOptica, https://planoptica.com/welfare/141770243-520
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