Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Dental$219K
- Long-term disability$88K
- Life$71K
- Vision$31K
Filings through .
Oxford Financial Group, Ltd.
EIN 35-1588335financial servicesLatest filing 2025
Plans
2
Retirement
1
$60.4M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $4.1M premiums / 408 covered lives
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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
OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN
401(k)
Assets$60.4M
Participants240
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
OXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN
Fully insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$4.1M
Covered lives408
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN | 401(k) | $60.4M | 240 | 2025 |
- #001 · 401(k) · 2025240
Health & Benefits plans
1 plan on this EIN
| 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 |
- #503 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 2025408
Retirement plans
Health & Benefits plans