Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$328K
- Short-term disability$328K
- Long-term disability$328K
- Other$328K
- Dental$284K
- Vision$284K
Sponsor portfolioTH
ACCESSO, LLC
EIN 26-2981860computer softwareLatest filing 2025
Plans
2
Retirement
1
$47.8M assets
Welfare
1
$612K premiums
Participants
927
100 TECHNOLOGY PARK, LAKE MARY, FL,, SUITE 165 - LAKE MARY, FL 32746407-333-7311accesso.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $612K premiums / 403 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- SUN LIFE ASSURANCE COMPANY OF CANADA54%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA46%
Broker market share
Schedule A broker compensation
54%top
- MFB FINANCIAL DBA THE BAILEY GROUP54%
- MFB FINANCIAL INC DBA THE BAILEY GR45%
- NFP INSURANCE SERVICES INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACCESSO 401(K) RETIREMENT PLAN
401k
Assets$47.8M
Participants532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ACCESSO HEALTH & WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$612K
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACCESSO 401(K) RETIREMENT PLAN | 401k | $47.8M | 532 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ACCESSO HEALTH & WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $612K | 403 | 2025 |
Retirement plans
Welfare plans