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Sponsor portfolioTH

ACCESS SUPPORTS FOR LIVING INC.

EIN 14-1471097-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$55.8M assets
Welfare
2
$886K premiums
Participants
4,519
15 FORTUNE ROAD WEST - MIDDLETOWN, NY 10941845-692-4454accesssupports.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
4 filings
#002403b-$55.4M - 3,071 part#001MoneyPurchase-$380K - 71 part#520Mixed-$886K - 1,157 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $55.8M assets / 3,142 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • 403(B) RETIREMENT PLAN (#002)99%
  • INC. RETIREMENT PLAN (#001)1%
Total $55.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#002)3,071
  • INC. RETIREMENT PLAN (#001)71
Total 3,142Click row to drill in

Benefits portfolio analytics

2 plans / $886K premiums / 1,157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$350K
  • Other$206K
  • Life$171K
  • Long-term disability$139K
  • Vision$100K
  • Short-term disability$90K
Total $886K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • DELTA DENTAL OF CALIFORNIA40%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY29%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA16%
  • EYEMED VISION CARE11%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $886K5 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • ROBERT G. RELPH AGENCY, INC.79%
  • GCG FINANCIAL LLC21%
Total $73K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ACCESS SUPPORTS FOR LIVING INC. 403(B) RETIREMENT PLAN

403b

Assets$55.4M
Participants3,071
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE ACCESS SUPPORTS FOR LIVING INC. RETIREMENT PLAN

MoneyPurchase

Assets$380K
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

ACCESS SUPPORTS FOR LIVING INC. WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF NEW YORK

Premiums$886K
Covered lives1,157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ACCESS SUPPORTS FOR LIVING INC. SECTION 125 CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ACCESS SUPPORTS FOR LIVING INC. 403(B) RETIREMENT PLAN403b$55.4M3,0712024
001THE ACCESS SUPPORTS FOR LIVING INC. RETIREMENT PLANMoneyPurchase$380K712024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
520ACCESS SUPPORTS FOR LIVING INC. WELFARE BENEFITS PLANMixedDELTA DENTAL OF NEW YORK$886K1,1572025
503ACCESS SUPPORTS FOR LIVING INC. SECTION 125 CAFETERIA PLANSelf Funded-$002025
Retirement plans
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