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Form 5500 · Employee benefit plan · BLACKFOOT, ID

TITLE FINANCIAL CORPORATION

TITLE FINANCIAL CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CHAD MURRAY. Coverage is written through UNITED HERITAGE LIFE INSURANCE COMPANY 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 20-0447485 · plan 501 · as of Jul 2026

Participants
372
Carriers on file
3
Disclosed commissions
$29,116
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HERITAGE LIFE INSURANCE COMPANYLife, Disability364December$27,607
VISION SERVICE PLANVision328December$1,509
BPA HEALTH390December$0

Questions

Who is TITLE FINANCIAL CORPORATION's benefits broker?

Per its most recent Form 5500 Schedule A, TITLE FINANCIAL CORPORATION's broker of record is CHAD MURRAY.

What insurance carrier does TITLE FINANCIAL CORPORATION use?

TITLE FINANCIAL CORPORATION's benefit plan is written through UNITED HERITAGE LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does TITLE FINANCIAL CORPORATION's group plan renew?

The most recent Schedule A policy period for TITLE FINANCIAL CORPORATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TITLE FINANCIAL CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.