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  2. AXIA CONSULTING, INC.
Sponsor portfolio

AXIA CONSULTING, INC.

EIN 20-3160292-information technology and services-Latest filing 2024
Plans
3
Retirement
2
$74.6M assets
Welfare
1
$442K premiums
Participants
299
1295 WORTHINGTON WOODS BLVD - COLUMBUS, OH 43215866-937-5550axiaconsulting.netLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#002ESOP-$46.0M - 145 part#001401k-$28.6M - 154 part#501Fully Insured-$442K - 312 lives

Retirement portfolio analytics

2 plans aggregated / $74.6M assets / 299 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • EMPLOYEE STOCK OWNERSHIP (#002)62%
  • PROFIT SHARING PLAN (#001)38%
Total $74.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)154
  • EMPLOYEE STOCK OWNERSHIP (#002)145
Total 299Click row to drill in

Benefits portfolio analytics

1 plan / $442K premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$392K
  • Prescription drug$392K
  • Dental$26K
  • Vision$24K
  • Life$24K
  • Short-term disability$24K
  • +2 more
Total $442K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $442K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $14K1 slice

Plan deep-dives

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

AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$46.0M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AXIA CONSULTING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$28.6M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AXIA CONSULTING INC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$442K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLANESOP$46.0M1452024
001AXIA CONSULTING, INC. 401(K) PROFIT SHARING PLAN401k$28.6M1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AXIA CONSULTING INC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$442K3122024
Retirement plans
Welfare plans
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