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Sponsor portfolioWelfare / HealthEIN 47-3681860
HOPEWELL FUND
1828 L STREET NORTHWEST · WASHINGTON, DC 20036
2026648763
- Plans filed
- 1
- Years active
- 2022–2026
- Industry
- NAICS 54
- Latest filing
- 2026
Total premiums (latest)
$1.9M
No prior year
Persons covered
120
No prior year
Total participants
138
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.6M | 35.1% | |
| Prescription drug | $1.6M | 35.1% | |
| Dental | $233K | 5.0% | |
| Vision | $233K | 5.0% | |
| Life | $233K | 5.0% | |
| Short-term disability | $233K | 5.0% | |
| Long-term disability | $233K | 5.0% | |
| Other | $233K | 5.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 530078070 | HRx | $1.6M | 87.6% | 1 | 1 | 120 |
EIN 135123390 | DVLSTDLTDOth | $233K | 12.4% | 1 | 1 | 120 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TRIBRIDGE PARTNERS LLC | COLUMBIA, MD | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | $15K | $50K | $65K | 99.7% | 1 |
| LIFETIME BENEFITS LLC | GAITHERSBURG, MD | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $221 | $0 | $221 | 0.3% | 1 |
History & trajectory
5 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