Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SECURITY NATIONAL FINANCIAL CORP
EIN 87-0345941financial servicesLatest filing 2025
Plans
4
Retirement
3
$75.1M assets
Welfare
1
$2.1M premiums
Participants
2,112
PO BOX 57250 - SALT LAKE CITY, UT 84157844-864-0880securitynational.comLinkedIn501-1000 employeesfinancial services
Retirement portfolio analytics
3 plans aggregated / $75.1M assets / 1,322 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
94%top
- CHARLES SCHWAB & CO., INC.94%
- (Not disclosed)6%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 1,536 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.2M
- Health$881K
- Prescription drug$881K
- Life$646K
- Short-term disability$646K
- Long-term disability$646K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
34%top
- BLUE CROSS OF CALIFORNIA34%
- STANDARD INSURANCE COMPANY30%
- EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC24%
- HAWAII MEDICAL SERVICE ASSOCIATION7%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN
401k
Assets$37.2M
Participants469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SNFC MORTGAGE COMPANY 401(K) PLAN
401k
Assets$33.4M
Participants679
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SNFC CEMETERIES AND MORTUARIES 401(K) PLAN
401k
Assets$4.4M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SECURITY NATIONAL FINANCIAL CORP
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$2.1M
Covered lives1,536
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | 401k | $37.2M | 469 | 2024 | |
| 004 | SNFC MORTGAGE COMPANY 401(K) PLAN | 401k | $33.4M | 679 | 2024 | |
| 003 | SNFC CEMETERIES AND MORTUARIES 401(K) PLAN | 401k | $4.4M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SECURITY NATIONAL FINANCIAL CORP | Fully Insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.1M | 1,536 | 2025 |
Retirement plans
Welfare plans