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Sponsor portfolioWelfare / HealthEIN 33-0867444

AXOS FINANCIAL, INC.

4350 LA JOLLA VILLAGE DR., STE. 140 · SAN DIEGO, CA 92121
8773512265
Plans filed
1
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$19.5M
No prior year
Persons covered
2,820
No prior year
Total participants
2,099
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$19.5M
AXOS FINANCIAL, INC. WELFARE BENEFIT PLAN
Fully insured2,820 covered·6 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$16.9M35.4%
Prescription drug$16.9M35.4%
Other$2.6M5.4%
Dental$2.3M4.8%
Vision$2.3M4.8%
Life$2.3M4.8%
Short-term disability$2.3M4.8%
Long-term disability$2.3M4.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRx
$16.9M86.7%121,911
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
DVLSTDLTDOth
$2.6M13.3%152,820
UNIVERSITY HEALTH ALLIANCE
EIN 990263440
HRx
$5K0.0%111

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAMETROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, METROPOLITAN GENERAL INSURANCE COMPANY$213K$30K$244K100.0%1

History & trajectory

4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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