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Sponsor portfolioWelfare / HealthEIN 59-1008568

AXIOM BANK, N.A.

d/b/a AXIOM BANCSHARES, INC.
258 SOUTHHALL LN STE 350 · MAITLAND, FL 327517457
4077325607
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$249K
No prior year
Persons covered
156
No prior year
Total participants
139
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$249K
AXIOM BANK HEALTH & WELFARE PLAN
Fully insured156 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$162K21.2%
Life$143K18.8%
Short-term disability$143K18.8%
Long-term disability$143K18.8%
Dental$88K11.5%
Vision$83K11.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$143K57.3%11139
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$83K33.5%11156
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
Oth
$19K7.5%1122
SOLSTICE BENEFITS, INC
EIN 141917982
D
$4K1.7%1122

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
INSURANCE OFFICE OF AMERICALONGWOOD, FLUNITED OF OMAHA LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, SOLSTICE BENEFITS, INC.$32K$1K$33K94.7%1
TRUST MANAGEMENT GROUPWINTER PARK, FLUNITED OF OMAHA LIFE INSURANCE COMPANY$0$2K$2K5.3%1

History & trajectory

11 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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