Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$16.9M
- Prescription drug$16.9M
- Other$2.6M
- Dental$2.3M
- Vision$2.3M
- Life$2.3M
- +2 more
Filings through .
Axos Financial, Inc.
EIN 33-0867444bankingLatest filing 2025
Plans
2
Retirement
1
$164.2M assets
Health & Benefits
1
$19.5M premiums
Participants
4,496
4350 LA JOLLA VILLAGE DRIVE, SUITE 140 - SAN DIEGO, CA 921221244858-946-2194axosfinancial.comLinkedIn501-1000 employeesbanking
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 / $19.5M premiums / 2,820 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
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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
AXOS FINANCIAL, INC. 401(K) PLAN
401(k)
Assets$164.2M
Participants2,397
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
AXOS FINANCIAL, INC. WELFARE BENEFIT PLAN
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$19.5M
Covered lives2,820
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AXOS FINANCIAL, INC. 401(K) PLAN | 401(k) | $164.2M | 2,397 | 2025 |
- #001 · 401(k) · 20252,397
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | AXOS FINANCIAL, INC. WELFARE BENEFIT PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $19.5M | 2,820 | 2025 |
- #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 20252,820
Retirement plans
Health & Benefits plans