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
Sponsor portfolioTH
HOMEOWNERS FINANCIAL GROUP
EIN 20-0640473financial servicesLatest filing 2025
Plans
2
Retirement
1
$26.7M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $365K premiums / 373 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY52%
- DELTA DENTAL OF CALIFORNIA46%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOMEOWNERS FINANCIAL GROUP 401(K) PLAN
401k
Assets$26.7M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HOMEOWNERS FINANCIAL GROUP USA LLC EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$365K
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOMEOWNERS FINANCIAL GROUP 401(K) PLAN | 401k | $26.7M | 345 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans