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Sponsor portfolio

LEVEL ACCESS

EIN 06-1565704-computer software-Latest filing 2025
Plans
2
Retirement
1
$25.6M assets
Welfare
1
$406K premiums
Participants
707
800 CORPORATE DR, SUITE 301, PMB #645 - STAFFORD, VA 22554800-889-9659levelaccess.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$25.6M - 406 part#501Mixed-$406K - 507 lives

Benefits portfolio analytics

1 plan / $406K premiums / 507 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$209K
  • Other$99K
  • Life$65K
  • Long-term disability$52K
  • Short-term disability$46K
Total $406K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY49%
Total $406K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEVEL ACCESS, INC. 401(K) PLAN

401k

Assets$25.6M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEVEL ACCESS EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF VIRGINIA

Premiums$406K
Covered lives507
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEVEL ACCESS, INC. 401(K) PLAN401k$25.6M4062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEVEL ACCESS EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF VIRGINIA$406K5072025
Retirement plans
Welfare plans
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