Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Dental$219K
- Long-term disability$88K
- Life$71K
- Vision$31K
Sponsor portfolio
OXFORD FINANCIAL GROUP, LTD.
EIN 35-1588335financial servicesLatest filing 2025
Plans
2
Retirement
1
$60.4M assets
Welfare
1
$4.1M premiums
Participants
427
11711 NORTH MERIDIAN STREET, SUITE 600 - CARMEL, IN 46032317-843-5678ofgltd.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 408 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITED HEALTHCARE INSURANCE COMPANY90%
- DELTA DENTAL OF CALIFORNIA5%
- STANDARD INSURANCE COMPANY4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
90%top
- ENROLLEASE90%
- TOTALIS BENEFITS7%
- NFP INSURANCE SERVICES INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN
401k
Assets$60.4M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
OXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$4.1M
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN | 401k | $60.4M | 240 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | OXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $4.1M | 408 | 2025 |
Retirement plans
Welfare plans