Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$607K
- Dental$607K
- Life$217K
- Short-term disability$217K
- Other$217K
- Vision$45K
Sponsor portfolio
GENEVA FINANCIAL, LLC
EIN 26-1589507financial servicesLatest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$869K premiums
Participants
762
3155 SOUTH PRICE ROAD, SUITE 105 - CHANDLER, AZ 85248480-368-2000genevafi.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $869K premiums / 367 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
- SUN LIFE ASSURANCE COMPANY OF CANADA25%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
79%top
- USI INSURANCE SERVICES LLC79%
- HUB INTERNATIONAL MIDWEST LIMITED21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GENEVA FINANCIAL, LLC 401(K) PLAN
401k
Assets$5.3M
Participants548
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GENEVA FINANCIAL WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$869K
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENEVA FINANCIAL, LLC 401(K) PLAN | 401k | $5.3M | 548 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GENEVA FINANCIAL WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $869K | 367 | 2025 |
Retirement plans
Welfare plans