Carrier market share
Premium dollars by Schedule A carrier
0%top
- FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Sponsor portfolioTH
SECURITY NATIONAL CORPORATION
EIN 42-0943329bankingLatest filing 2025
Plans
5
Retirement
1
$99.7M assets
Welfare
4
$66K premiums
Participants
1,183
Benefits portfolio analytics
4 plans / $66K premiums / 493 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- IOWA BANKERS INSURANCE AND SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST
401k
Assets$99.7M
Participants440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
SECURITY NATIONAL GROUP BASIC LIFE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$41K
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
SECURITY NATIONAL CORPORATION GROUP LONG TERM DISABILITY PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$24K
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
SECURITY NATIONAL GROUP BUSINESS TRAVEL ACCIDENT PLAN
Fully Insured - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$990
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SECURITY NATIONAL CORPORATION AVESIS VISION PLAN
Fully Insured - FIDELITY SECURITY LIFE
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST | 401k | $99.7M | 440 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | SECURITY NATIONAL GROUP BASIC LIFE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $41K | 247 | 2024 | |
| 505 | SECURITY NATIONAL CORPORATION GROUP LONG TERM DISABILITY PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $24K | 245 | 2024 | |
| 506 | SECURITY NATIONAL GROUP BUSINESS TRAVEL ACCIDENT PLAN | Fully Insured | MUTUAL OF OMAHA INSURANCE COMPANY | $990 | 1 | 2024 | |
| 501 | SECURITY NATIONAL CORPORATION AVESIS VISION PLAN | Fully Insured | FIDELITY SECURITY LIFE | $0 | 0 | 2025 |
Retirement plans
Welfare plans