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Sponsor portfolio

TITLE FINANCIAL CORPORATION

EIN 20-0447485-insurance-Latest filing 2025
Plans
2
Retirement
1
$32.6M assets
Welfare
1
$383K premiums
Participants
863
195 SOUTH BROADWAY STREET - BLACKFOOT, ID 83221208-785-5034titlefc.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#002401k-$32.6M - 481 part#501Mixed-$383K - 400 lives

Benefits portfolio analytics

1 plan / $383K premiums / 400 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$347K
  • Life$291K
  • Short-term disability$291K
  • Long-term disability$291K
  • Vision$36K
Total $383K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNITED HERITAGE LIFE INSURANCE COMPANY76%
  • ALLYHEALTH LLC15%
  • VISION SERVICE PLAN9%
Total $383K3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • CHAD R. MURRAY62%
  • ACRISURE LLC38%
Total $47K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TITLE FINANCIAL CORPORATION 401(K) PLAN

401k

Assets$32.6M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TITLE FINANCIAL CORPORATION WELFARE PLAN

Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY

Premiums$383K
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TITLE FINANCIAL CORPORATION 401(K) PLAN401k$32.6M4812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TITLE FINANCIAL CORPORATION WELFARE PLANMixedUNITED HERITAGE LIFE INSURANCE COMPANY$383K4002025
Retirement plans
Welfare plans
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