Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$634K
- Dental$516K
- Other$415K
- Life$383K
- Short-term disability$383K
- Long-term disability$383K
- +1 more
Sponsor portfolio
FINANCE OF AMERICA EQUITY CAPITAL LLC
EIN 80-0948242Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$167.0M assets
Welfare
1
$1.6M premiums
Participants
2,954
5830 GRANITE PARKWAY SUITE 400 - PLANO, TX 75024877-202-2666
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 1,072 covered livesCarrier market share
Premium dollars by Schedule A carrier
39%top
- KAISER FOUNDATION HEALTH PLAN INC39%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY32%
- SYMETRA LIFE INSURANCE COMPANY23%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
- RELIASTAR LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FINANCE OF AMERICA COMPANIES 401(K) PLAN
401k
Assets$167.0M
Participants2,171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FINANCE OF AMERICA HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$1.6M
Covered lives1,072
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINANCE OF AMERICA COMPANIES 401(K) PLAN | 401k | $167.0M | 2,171 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FINANCE OF AMERICA HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $1.6M | 1,072 | 2025 |
Retirement plans
Welfare plans