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Sponsor portfolio

AXIOM BANK

EIN 59-1008568-banking-Latest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$249K premiums
Participants
331
258 SOUTHHALL LANE, #350 - MAITLAND, FL 327517449407-732-5607axiombanking.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$10.1M - 192 part#501Fully Insured-$249K - 156 lives

Benefits portfolio analytics

1 plan / $249K premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$162K
  • Life$143K
  • Short-term disability$143K
  • Long-term disability$143K
  • Dental$88K
  • Vision$83K
Total $249K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA57%
  • PRINCIPAL LIFE INSURANCE COMPANY33%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • SOLSTICE BENEFITS, INC2%
Total $249K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • INSURANCE OFFICE OF AMERICA95%
  • TRUST MANAGEMENT GROUP5%
Total $35K2 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

AXIOM BANK 401(K) SAVINGS PLAN

401k

Assets$10.1M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AXIOM BANK HEALTH & WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$249K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AXIOM BANK 401(K) SAVINGS PLAN401k$10.1M1922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AXIOM BANK HEALTH & WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$249K1562025
Retirement plans
Welfare plans
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