Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$98K
- Life$98K
- Short-term disability$98K
- Long-term disability$98K
- Other$98K
Sponsor portfolio
ON Q FINANCIAL, LLC
EIN 51-0517525Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$98K premiums
Participants
74
14275 N 87TH ST, #210 - SCOTTSDALE, AZ 85260480-320-3706
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $98K premiums / 16 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
55%top
- LOCKTON COMPANIES, LLC55%
- MARSH & MCLENNAN AGENCY LLC45%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ON Q FINANCIAL 401(K) PLAN
401k
Assets$3.2M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ON Q FINANCIAL EMPLOYEE BENEFIT PLAN
Mixed - GUARDIAN
Premiums$98K
Covered lives16
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ON Q FINANCIAL 401(K) PLAN | 401k | $3.2M | 57 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ON Q FINANCIAL EMPLOYEE BENEFIT PLAN | Mixed | GUARDIAN | $98K | 16 | 2024 |
Retirement plans
Welfare plans