Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.7M
- Long-term disability$1.7M
- Other$1.6M
- Short-term disability$1.6M
- Vision$121K
- Dental$37K
Filings through .
Top hat
Populus Financial Group, Inc.
EIN 75-2142963financial servicesLatest filing 2025
Plans
2
Retirement
1
$53.3M assets
Health & Benefits
1
$2.0M premiums
Participants
3,997
300 EAST JOHN CARPENTER FREEWAY SUI - IRVING, TX 75062972-550-5131populusfinancial.comLinkedIn1001-5000 employeesfinancial services
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 / $2.0M premiums / 1,865 covered lives
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- Top carriers and their premium share
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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
POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$53.3M
Participants2,231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
POPULUS FINANCIAL GROUP HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives1,865
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $53.3M | 2,231 | 2025 |
- #001 · 401(k) · 20252,231
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | POPULUS FINANCIAL GROUP HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.0M | 1,865 | 2025 |
- #505 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20251,865
Retirement plans
Health & Benefits plans