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Sponsor portfolioWelfare / HealthEIN 14-1770243

HOMESTEAD FUNDING CORP

8 AIRLINE DRIVE · ALBANY, NY 12205
5184641100
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
264
No prior year
Total participants
306
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #520$2.6M
HOMESTEAD FUNDING CORP WELFARE BENEFITS PLAN
Mixed264 covered·7 carriers
Primary: HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
Plan #525$0
HOMESTEAD FUNDING CORP SECTION 105(H) HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M88.8%
Other$141K5.2%
Life$97K3.6%
Long-term disability$35K1.3%
Vision$15K0.6%
Short-term disability$12K0.5%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 161105741
H
$2.4M92.1%11264
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$132K5.1%12121
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HOth
$26K1.0%13162
AFLAC
EIN 520807803
Oth
$18K0.7%1133
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
V
$15K0.6%11148
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
STD
$12K0.5%1148

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ROBERT G. RELPH AGENCY, INC.ROCHESTER, NYFIRST UNUM LIFE INSURANCE COMPANY, HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC., METROPOLITAN GENERAL INSURANCE COMPANY, MUTUAL OF OMAHA INSURANCE COMPANY$60K$2K$62K63.0%1
NFP INSURANCE SERVICES INCALBANY, NYFIRST UNUM LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN GENERAL INSURANCE COMPANY$30K$451$31K31.1%1
MJ INSURANCE—AFLAC$3K$12$3K2.8%1
PLANSOURCE BENEFIT ADMINISTRATIONORLANDO, FLFIRST UNUM LIFE INSURANCE COMPANY$1K$0$1K1.3%1
RELPH ROBERT G AGENCY INCROCHESTER, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1K$0$1K1.0%1
GCG FINANCIAL LLC—THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, MUTUAL OF OMAHA INSURANCE COMPANY$0$736$7360.7%1
AGS BENEFITS GROUP LLC—METROPOLITAN GENERAL INSURANCE COMPANY$0$4$40.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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