Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$198K
- Life$190K
- Short-term disability$190K
- Long-term disability$190K
- Dental$168K
- Vision$168K
Filings through .
Top hat
Homeowners Financial Group
EIN 20-0640473financial servicesLatest filing 2025
Plans
2
Retirement
1
$26.7M assets
Health & Benefits
1
$365K premiums
Participants
596
4800 N. SCOTTSDALE ROAD, SUITE 6000 - SCOTTSDALE, AZ 85251480-305-8500homeownersfg.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $365K premiums / 373 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HOMEOWNERS FINANCIAL GROUP 401(K) PLAN
401(k)
Assets$26.7M
Participants345
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
HOMEOWNERS FINANCIAL GROUP USA LLC EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$365K
Covered lives373
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HOMEOWNERS FINANCIAL GROUP 401(K) PLAN | 401(k) | $26.7M | 345 | 2025 |
- #001 · 401(k) · 2025345
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | HOMEOWNERS FINANCIAL GROUP USA LLC EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $365K | 373 | 2025 |
- #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025373
Retirement plans
Health & Benefits plans