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Sponsor portfolio

ACCORD

EIN 41-0972546-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$45K premiums
Participants
773
1515 ENERGY PARK DRIVE - ST PAUL, MN 55108612-362-4400accord.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$9.1M - 625 part#501Mixed-$45K - 148 lives

Benefits portfolio analytics

1 plan / $45K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$39K
  • Long-term disability$39K
  • Other$39K
  • Vision$6K
Total $45K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA86%
  • EYEMED VISION CARE14%
Total $45K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • ASSUREDPARTNERS4%
Total $8K2 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

ACCORD 403(B)

403b

Assets$9.1M
Participants625
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

ACCORD EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$45K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCORD 403(B)403b$9.1M6252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCORD EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$45K1482025
Retirement plans
Welfare plans
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