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Sponsor portfolioTH

AXIA FINANCIAL, LLC DBA AXIA HOME LOANS

EIN 26-0455770-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$24K premiums
Participants
217
3009 112TH AVE. NE, STE. 200 - BELLEVUE, WA 98004425-974-1625
Plans on this EIN
2 filings
#001401k-$8.2M - 217 part#501Fully Insured-$24K - 7 lives

Benefits portfolio analytics

1 plan / $24K premiums / 7 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$21K
  • Prescription drug$21K
  • Dental$3K
  • Short-term disability$198
  • Long-term disability$198
  • Life$179
  • +1 more
Total $24K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • DELTA DENTAL OF CALIFORNIA12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $24K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $6111 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AXIA FINANCIAL 401(K) PLAN

401k

Assets$8.2M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AXIA FINANCIAL LLC DBA AXIA HOME LOANS HEALTH AND WELFARE PLAN

Fully Insured - PREMERA BLUE CROSS

Premiums$24K
Covered lives7
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AXIA FINANCIAL 401(K) PLAN401k$8.2M2172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AXIA FINANCIAL LLC DBA AXIA HOME LOANS HEALTH AND WELFARE PLANFully InsuredPREMERA BLUE CROSS$24K72025
Retirement plans
Welfare plans
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