Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$817K
- Life$634K
- Short-term disability$633K
- Long-term disability$633K
Sponsor portfolioTH
AXCESS FINANCIAL SERVICES, INC.
EIN 31-1485652investment managementLatest filing 2024
Plans
2
Retirement
1
$51.8M assets
Welfare
1
$817K premiums
Participants
2,146
7755 MONTGOMERY ROAD, SUITE 500 - CINCINNATI, OH 45236513-431-8917LinkedIn1001-5000 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $817K premiums / 548 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA77%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY22%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
82%top
- USI INSURANCE SERVICES LLC82%
- TEMPO HOLDINGS COMPANY LLC18%
- CUSTOM BENEFIT PROGRAMS INC0%
- HAUSER INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE AXCESS FINANCIAL 401K PLAN
401k
Assets$51.8M
Participants1,598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$817K
Covered lives548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE AXCESS FINANCIAL 401K PLAN | 401k | $51.8M | 1,598 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $817K | 548 | 2024 |
Retirement plans
Welfare plans