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  2. FG Financial Group, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

FG Financial Group, Inc.

EIN 46-1119100-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$1.3M assets
Health & Benefits
1
$104K premiums
Participants
156
14565 PORTAL CIRCLE, SUITE 106 - LAVISTA, NE 68138402-829-9425
Plans on this EIN
3 filings
#001401(k)-$1.2M - 10 part#002401(k)-$62K - 14 part#501Fully insured-$104K - 157 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

  • GROUP, INC. 401(K) (#001)$1.2M
  • PLAN & TRUST (#002)$62K
Total $1.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)14
  • GROUP, INC. 401(K) (#001)10
Total 24Select a row to open it

Benefits portfolio analytics

1 plan / $104K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$104K
  • Short-term disability$104K
  • Long-term disability$104K
Total $104K3 rows
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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

FG FINANCIAL GROUP, INC. 401(K) PLAN

401(k)

Assets$1.2M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

FG NEXUS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$62K
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FG GROUP HOLDINGS INC BENEFIT PLAN

Fully insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$104K
Covered lives157
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FG FINANCIAL GROUP, INC. 401(K) PLAN401(k)$1.2M102025
#002FG NEXUS INC 401(K) PROFIT SHARING PLAN & TRUST401(k)$62K142025
  • FG FINANCIAL GROUP, INC. 401(K) PLAN$1.2M
    #001 · 401(k) · 202510
  • FG NEXUS INC 401(K) PROFIT SHARING PLAN & TRUST$62K
    #002 · 401(k) · 202514

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FG GROUP HOLDINGS INC BENEFIT PLANFully insuredPRINCIPAL LIFE INSURANCE COMPANY$104K1572024
  • FG GROUP HOLDINGS INC BENEFIT PLAN$104K
    #501 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2024157
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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