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

PROJECT ACCESS, INC.

EIN 33-0834635-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$838K premiums
Participants
288
2100 WEST ORANGEWOOD AVENUE, SUITE 230 - ORANGE, CA 92868949-253-6200project-access.orgLinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$4.3M - 157 part#501Fully Insured-$838K - 131 lives

Benefits portfolio analytics

1 plan / $838K premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$707K
  • Prescription drug$570K
  • Dental$131K
  • Vision$131K
  • Life$131K
  • Short-term disability$131K
  • +2 more
Total $838K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • ANTHEM LIFE INSURANCE COMPANY67%
  • KAISER FOUNDATION HEALTH PLAN INC16%
  • SUN LIFE ASSURANCE COMPANY OF CANADA16%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $838K4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MARSH & MCLENNAN AGENCY LLC85%
  • GIS BENEFITS INC13%
  • AMWINS3%
  • ALLIANT INSURANCE SERVICES, INC.0%
Total $64K4 slices

Plan deep-dives

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

PROJECT ACCESS, INC. EMPLOYEE SAVINGS PLAN

401k

Assets$4.3M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROJECT ACCESS EMPLOYEE BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$838K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROJECT ACCESS, INC. EMPLOYEE SAVINGS PLAN401k$4.3M1572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROJECT ACCESS EMPLOYEE BENEFITS PLANFully InsuredANTHEM BLUE CROSS$838K1312025
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