PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COMMUNITY ACCESS, INC.
Sponsor portfolio

COMMUNITY ACCESS, INC.

EIN 23-7399839-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$60K premiums
Participants
1,094
ONE STATE STREET, SUITE 1015 - NEW YORK, NY 10004212-780-1400communityaccess.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filings
#002403b-$12.7M - 764 part#502Mixed-$60K - 328 lives

Benefits portfolio analytics

1 plan / $60K premiums / 328 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$60K
  • Life$46K
  • Short-term disability$46K
Total $60K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • AFLAC76%
  • CORPORATE COUNSELING ASSOCIATES, INC.24%
Total $60K2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • BROWN & BROWN INSURANCE SERVICES64%
  • ALVARO JAVIER MONTENEGRO13%
  • ANGELA MONTENEGRO7%
  • S BEIN INC5%
  • MARSH & MCLENNAN AGENCY LLC5%
  • +2 more
Total $10K7 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

COMMUNITY ACCESS, INC. 403(B) RETIREMENT PLAN

403b

Assets$12.7M
Participants764
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COMMUNITY ACCESS HEALTH PLAN

Mixed - AFLAC

Premiums$60K
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COMMUNITY ACCESS, INC. 403(B) RETIREMENT PLAN403b$12.7M7642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COMMUNITY ACCESS HEALTH PLANMixedAFLAC$60K3282025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica