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Sponsor portfolioTH

ACCESS TECHNOLOGIES, INC.

EIN 20-2623195-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$1.7M premiums
Participants
527
1055 SE OLSON DRIVE - WAUKEE, IA 50263515-412-1420
Plans on this EIN
2 filings
#001401k-$14.8M - 280 part#501Mixed-$1.7M - 242 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.6M
  • Other$70K
  • Life$35K
  • Vision$19K
  • Long-term disability$14K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • VERATRUS BENEFIT SOLUTIONS1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • HOLMES MURPHY & ASSOCIATES56%
  • UNITED OF OMAHA LIFE INSURANCE CO44%
Total $16K2 slices

Plan deep-dives

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

ACCESS TECHNOLOGIES, INC. 401(K) PLAN

401k

Assets$14.8M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCESS TECHNOLOGIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - WELLMARK HEALTH PLAN OF IOWA, INC.

Premiums$1.7M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCESS TECHNOLOGIES, INC. 401(K) PLAN401k$14.8M2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCESS TECHNOLOGIES, INC. EMPLOYEE BENEFITS PLANMixedWELLMARK HEALTH PLAN OF IOWA, INC.$1.7M2422025
Retirement plans
Welfare plans
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