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Sponsor portfolioWelfare / HealthEIN 87-2119854
HB WEALTH MANAGEMENT, LLC
3550 LENOX ROAD NE · ATLANTA, GA 30326
4047208369
- Plans filed
- 4
- Years active
- 2021–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
499
No prior year
Total participants
322
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #502$2.1M
HB WEALTH MANAGEMENT, LLC WELFARE BENEFITS PLAN
Fully insured499 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Plan #501$1.8M
HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG MEDICAL DENTAL VISION PLAN
Fully insured269 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Plan #503$14K
HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG TELEMEDICINE PLAN
Mixed171 covered·1 carrier
Primary: RELYMD
Plan #504$0
HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG FSA PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.0M | 23.2% | |
| Dental | $2.0M | 23.2% | |
| Vision | $2.0M | 23.2% | |
| Prescription drug | $2.0M | 23.2% | |
| Life | $149K | 1.8% | |
| Short-term disability | $149K | 1.8% | |
| Long-term disability | $149K | 1.8% | |
| Other | $149K | 1.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 581638390 | HRxDV | $2.0M | 92.9% | 1 | 1 | 499 |
EIN 930242990 | LSTDLTDOth | $149K | 7.1% | 1 | 1 | 322 |
EIN 122345678 | $0 | 0.0% | 1 | 1 | 317 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC., STANDARD INSURANCE COMPANY | $138K | $3K | $141K | 95.2% | 1 |
| UNKNOWN | ATLANTA, GA | RELYMD | $7K | $0 | $7K | 4.8% | 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