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Sponsor portfolio

AXXESS CONSULT, INC.

EIN 32-0200143-Latest filing 2025
Plans
3
Retirement
1
$15.2M assets
Welfare
2
$3.4M premiums
Participants
605
16000 DALLAS PARKWAY, #700N - DALLAS, TX 75248214-575-7711
Plans on this EIN
3 filings
#001401k-$15.2M - 376 part#501Fully Insured-$3.2M - 567 lives#502Fully Insured-$208K - 645 lives

Benefits portfolio analytics

2 plans / $3.4M premiums / 1,212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Life$210K
  • Short-term disability$210K
  • Long-term disability$210K
  • Other$210K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • UNITED HEALTHCARE INSURANCE COMPANY1%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $184K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AXXESS CONSULT, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$15.2M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AXXESS CONSULT, INC HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.2M
Covered lives567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AXXESS CONSULT, INC ANCILLARY PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$208K
Covered lives645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AXXESS CONSULT, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$15.2M3762024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AXXESS CONSULT, INC HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.2M5672025
502AXXESS CONSULT, INC ANCILLARY PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$208K6452024
Retirement plans
Welfare plans
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