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 ASCENSUS. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0867444 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 2,441 | December | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 2,441 | December | $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 ASCENSUS.
What insurance carrier does AXOS FINANCIAL, INC. use?
AXOS FINANCIAL, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does AXOS FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for AXOS FINANCIAL, INC. ended in December. 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.