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
Filings through .
Top hat
Financial Independence Group, LLC
EIN 56-1346906insuranceLatest filing 2025
Plans
2
Retirement
1
$24.6M assets
Health & Benefits
1
$241K premiums
Participants
491
19520 WEST CATAWBA AVENUE, SUITE 200 - CORNELIUS, NC 28031704-895-5606figmarketing.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $241K premiums / 320 covered lives
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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
FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN
401(k)
Assets$24.6M
Participants266
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
FINANCIAL INDEPENDENCE GROUP, LLC EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL OF NORTH CAROLINA
Premiums$241K
Covered lives320
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN | 401(k) | $24.6M | 266 | 2025 |
- #001 · 401(k) · 2025266
Health & Benefits plans
1 plan on this EIN
| 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 |
- #502 · Mixed · DELTA DENTAL OF NORTH CAROLINA · 2025320
Retirement plans
Health & Benefits plans