Plan Ledger DOL Form 5500 · updated monthly

Hometrust Mortgage Companybenefits

Hometrust Mortgage Company Employee Benefit Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$49,977

Hometrust Mortgage Company's benefits plans covered 204 active participants in 2025, providing health · dental · vision. Insurance brokers and agents were paid $49,977 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $245 per covered person, above the median for employer plans that report broker pay. Broker pay rose 30% from $38,464 in 2024.

Insurance contracts · 20254
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 12 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 141 covered
FIDELITY SECURITY LIFE INSURANCE · lifepremiums n/a · 5 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 204 covered
Brokers & agents paid · 20254
EMERSON ROGERS LLC$4,043 · incl $673 fees
USI SOUTHWEST INC$43,900 · incl $70 fees
FIDELITY SECURITY LIFE INSURANCE$891 · incl $438 fees
USI INSURANCE SERVICES LLC$1,143 · incl $1,143 fees
Also brokered by Emerson Rogers LLC5
Minitab, LLC PA$264,965

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 760578435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.