PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. POPULUS FINANCIAL GROUP, INC.
Sponsor portfolioTH

POPULUS FINANCIAL GROUP, INC.

EIN 75-2142963-financial services-Latest filing 2025
Plans
2
Retirement
1
$47.5M assets
Welfare
1
$2.0M premiums
Participants
4,039
300 EAST JOHN CARPENTER FREEWAY, SUITE 900 - IRVING, TX 75062972-550-5000populusfinancial.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$47.5M - 2,273 part#505Mixed-$2.0M - 1,865 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,865 covered lives

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
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY79%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN6%
  • STANDARD INSURANCE COMPANY3%
  • ALPHA DENTAL PROGRAMS, INC.2%
  • +2 more
Total $2.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
25%top
  • INSURANCE PARTNERS AGENCY INC25%
  • IMA, INC.18%
  • LPL FINANCIAL CORP17%
  • AMY GOSWICK13%
  • MEMBERSHIP CATALYTIC, INC.13%
  • +3 more
Total $46K8 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

POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$47.5M
Participants2,273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

POPULUS FINANCIAL GROUP HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives1,865
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN401k$47.5M2,2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505POPULUS FINANCIAL GROUP HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.0M1,8652025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica