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Sponsor portfolioTH

ACCESSLEX INSTITUTE

EIN 23-2719985-higher education-Latest filing 2024
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$2.5M premiums
Participants
301
10 NORTH HIGH STREET, 4TH FLOOR - WEST CHESTER, PA 19380484-653-3300accesslex.orgLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filings
#002403b-$25.0M - 190 part#501Fully Insured-$2.5M - 272 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$368K
  • Dental$127K
  • Short-term disability$48K
  • Life$45K
  • Long-term disability$21K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • VISION SERVICE PLAN1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • CONNER STRONG & BUCKELEW0%
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

ACCESSLEX INSTITUTE 403(B) PLAN

403b

Assets$25.0M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCESSLEX INSTITUTE HEALTH AND WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$2.5M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ACCESSLEX INSTITUTE 403(B) PLAN403b$25.0M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCESSLEX INSTITUTE HEALTH AND WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS$2.5M2722024
Retirement plans
Welfare plans
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