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Sponsor portfolioWelfare / HealthEIN 56-0181785
HOMETRUST BANK
6310 FAIRVIEW ROAD · CHARLOTTE, NC 28210
8283503057
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
1,075
No prior year
Total participants
1,075
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $984K | 27.5% | |
| Life | $848K | 23.7% | |
| Short-term disability | $848K | 23.7% | |
| Long-term disability | $848K | 23.7% | |
| Vision | $50K | 1.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042381280 | LSTDLTDOth | $974K | 94.2% | 1 | 2 | 1,075 |
EIN 720977315 | V | $50K | 4.9% | 1 | 1 | 446 |
EIN 561560450 | Oth | $10K | 0.9% | 1 | 1 | 527 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY | $168K | $28K | $196K | 81.3% | 1 |
| SHEALY BENEFITS SERVICES INC | LEXINGTON, SC | UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY | $0 | $45K | $45K | 18.7% | 1 |
History & trajectory
10 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