Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$129K
- Other$47K
- Short-term disability$33K
- Life$28K
- Long-term disability$18K
- Vision$14K
Sponsor portfolioTH
FINANCIAL INDEPENDENCE GROUP, LLC
EIN 56-1346906insuranceLatest filing 2025
Plans
2
Retirement
1
$19.3M assets
Welfare
1
$241K premiums
Participants
452
19520 WEST CATAWBA AVENUE, SUITE 200 - CORNELIUS, NC 28031800-527-1155figmarketing.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $241K premiums / 320 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- DELTA DENTAL OF CALIFORNIA54%
- LIFE INSURANCE COMPANY OF NORTH AMERICA34%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- 1-800MD, LLC1%
Broker market share
Schedule A broker compensation
87%top
- JAMES A SCOTT & SON INC87%
- THREEFLOW5%
- WATCHTOWER TECHNOLOGIES INC4%
- SCOTT INSURANCE4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN
401k
Assets$19.3M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL OF NORTH CAROLINA
Premiums$241K
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN | 401k | $19.3M | 227 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL OF NORTH CAROLINA | $241K | 320 | 2025 |
Retirement plans
Welfare plans