Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$544K
- Dental$402K
- Vision$402K
- Short-term disability$134K
- Long-term disability$128K
- Life$104K
- +1 more
Filings through .
T2 Financial LLC
EIN 82-3060879Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$21.0M assets
Health & Benefits
1
$1.3M premiums
Participants
2,032
579 EXECUTIVE CAMPUS DR STE 300 - WESTERVILLE, OH 430829801614-918-0055
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 / $1.3M premiums / 835 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$21.0M
Participants1,366
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
T2 FINANCIAL DBA REVOLUTION MORTGAGE COMPREHENSIVE EMPLOYEE BENEFIT PLAN
Fully insured - STEALTH(SLIS)-SWISS RE-SWISS RE
Premiums$1.3M
Covered lives835
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $21.0M | 1,366 | 2025 |
- #001 · 401(k) · 20251,366
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | T2 FINANCIAL DBA REVOLUTION MORTGAGE COMPREHENSIVE EMPLOYEE BENEFIT PLAN | Fully insured | STEALTH(SLIS)-SWISS RE-SWISS RE | $1.3M | 835 | 2025 |
- #501 · Fully insured · STEALTH(SLIS)-SWISS RE-SWISS RE · 2025835
Retirement plans
Health & Benefits plans