Plan5500

Homeserve Usa Corp. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Homeserve Usa Corp. (EIN 98-0381967) is a plan sponsor located in Norwalk, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
98-0381967
Location
Norwalk, CT
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Homeserve Usa Corp.

  • 3 loaded plans hold $132.9M in reported assets.
  • The largest, Homeserve 401(K) Plan, holds 77% of this company's reported plan assets.
  • Plans cover 4,946 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$132.9MSummed across loaded plans$132,918,352
Total reported assets$132.9M$132,918,352
Total reported participants4.9K4,946
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$132.9M total assets
Net assets$132.9MLiabilities$0
Contributions & income
Employer contributions$6.8M
Participant contributions$11.3M
Total income / additions$39.2M
Expenses & distributions
Benefits paid / distributions$12.7M
Total expenses$13.1M
Net increase / (decrease)$26.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets77%Homeserve 401(K) Plan
Participants per plan1,649Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Homeserve 401(K) Plan$102.5M
    Plan #001 · 2,383 participants · 2023
  2. 2
    Homeserve Usa 401(K) Plan For Union Employees$30.4M
    Plan #002 · 429 participants · 2023
  3. 3
    Homeserve Usa Corp. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 2,134 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Homeserve Usa Corp.. Open one for its full reported snapshot.

  1. 2023
    Homeserve Usa Corp. Welfare Benefit Plan2,134 participants · 2No schedules
    View filing →
  2. 2023
    Homeserve Usa 401(K) Plan For Union Employees429 participants · 2Sch HSch C
    View filing →
  3. 2023
    Homeserve 401(K) Plan2,383 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Homeserve Usa Corp. report on Form 5500?
Homeserve Usa Corp. (EIN 98-0381967) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Homeserve Usa Corp.?
The Employer Identification Number (EIN) reported for Homeserve Usa Corp. is 98-0381967.
What is the latest Form 5500 filing year for Homeserve Usa Corp.?
The latest loaded Form 5500 filing year for Homeserve Usa Corp. is 2023.

Related Form 5500 pages