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Sponsor portfolioWelfare / HealthEIN 76-0578435

HOMETRUST MORTGAGE COMPANY

5353 WEST ALABAMA · HOUSTON, TX 77056
7133694050
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$962K
No prior year
Persons covered
345
No prior year
Total participants
345
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$880K
HOMETRUST MORTGAGE COMPANY EMPLOYEE BENEFIT PLAN
Fully insured204 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$83K
HOMETRUST MORTGAGE COMPANY CAFETERIA PLAN
Mixed141 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$880K23.1%
Dental$880K23.1%
Vision$880K23.1%
Prescription drug$880K23.1%
Other$80K2.1%
Life$74K1.9%
Short-term disability$71K1.9%
Long-term disability$71K1.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$880K91.4%11204
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$71K7.4%11141
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
Oth
$9K0.9%1112
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
L
$3K0.3%115

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCHOUSTON, TXSUN LIFE ASSURANCE COMPANY OF CANADA, METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$44K$1K$45K90.1%2
ASSUREDPARTNERSBLUE BELL, PAMETROPOLITAN LIFE INSURANCE COMPANY$3K$673$4K8.1%1
FIDELITY SECURITY LIFE INSURANCE COKANSAS CITY, MOFIDELITY SECURITY LIFE INSURANCE$453$438$8911.8%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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