Form 5500 · Employee benefit plan · SAN DIEGO, CA
AXOS FINANCIAL, INC.
AXOS FINANCIAL, INC. of SAN DIEGO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL INS SVCS INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0867444 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 2,820 | June | $133,738 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 919 | June | $39,459 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 359 | June | $35,083 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 188 | June | $4,123 |
| METLIFE LEGAL PLANS | — | 176 | August | $785 |
| AETNA LIFE INSURANCE COMPANY | Health | 1,911 | June | $0 |
| AETNA HEALTH, INC. | Health | 567 | June | $0 |
| UNIVERSITY HEALTH ALLIANCE | Health | 1 | June | $0 |
Questions
Who is AXOS FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, AXOS FINANCIAL, INC.'s broker of record is HUB INTERNATIONAL INS SVCS INC.
What insurance carrier does AXOS FINANCIAL, INC. use?
AXOS FINANCIAL, INC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does AXOS FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for AXOS FINANCIAL, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AXOS FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.