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
Sponsor portfolio
AXOS FINANCIAL, INC.
EIN 33-0867444bankingLatest filing 2025
Plans
2
Retirement
1
$127.3M assets
Welfare
1
$19.5M premiums
Participants
4,540
4350 LA JOLLA VILLAGE DR., STE. 140 - SAN DIEGO, CA 92121877-351-2265axosfinancial.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $19.5M premiums / 2,820 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- AETNA LIFE INSURANCE COMPANY87%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- UNIVERSITY HEALTH ALLIANCE0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AXOS FINANCIAL, INC. 401(K) PLAN
401k
Assets$127.3M
Participants2,441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AXOS FINANCIAL, INC. WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$19.5M
Covered lives2,820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AXOS FINANCIAL, INC. 401(K) PLAN | 401k | $127.3M | 2,441 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans