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Sponsor portfolio

HEALTHAXIS GROUP, LLC

EIN 45-5531595-computer software-Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$2.5M premiums
Participants
681
400 N. ASHLEY DRIVE, SUITE 1900 - TAMPA, FL 33602888-974-2947healthaxis.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$18.6M - 323 part#501Fully Insured-$2.5M - 358 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Vision$195K
  • Life$195K
  • Short-term disability$195K
  • Long-term disability$195K
  • Other$195K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
101%top
  • LOCKTON COMPANIES, LLC101%
  • MARSH & MCLENNAN AGENCY LLC-1%
Total $105K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEALTHAXIS GROUP, LLC 401(K) PLAN

401k

Assets$18.6M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTHAXIS GROUP BENEFIT WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTHAXIS GROUP, LLC 401(K) PLAN401k$18.6M3232025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTHAXIS GROUP BENEFIT WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M3582024
Retirement plans
Welfare plans
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