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Form 5500 · Employee benefit plan · MAITLAND, FL

AXIOM BANK, N.A.

Public Form 5500 records show how AXIOM BANK, N.A. (MAITLAND, FL) structures its employee benefits. Its broker of record is INSURANCE OFFICE OF AMERICA INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1008568 · plan 501 · as of Jul 2026

Participants
140
Carriers on file
3
Disclosed commissions
$27,357
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability140December$18,623
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision150December$8,369
SOLSTICE BENEFITS, INC.Dental19December$365

Questions

Who is AXIOM BANK, N.A.'s benefits broker?

Per its most recent Form 5500 Schedule A, AXIOM BANK, N.A.'s broker of record is INSURANCE OFFICE OF AMERICA INC.

What insurance carrier does AXIOM BANK, N.A. use?

AXIOM BANK, N.A.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.

When does AXIOM BANK, N.A.'s group plan renew?

The most recent Schedule A policy period for AXIOM BANK, N.A. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AXIOM BANK, N.A.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.