Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Dental$3.9M
- Prescription drug$3.9M
- Other$321K
- Life$231K
- Short-term disability$138K
- +2 more
Sponsor portfolio
ACCUMEN INC.
EIN 45-1992371hospital & health careLatest filing 2024
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$4.4M premiums
Participants
434
3333 N HAYDEN RD STE 1 - SCOTTSADALE, AZ 85251517-898-5199accumen.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 672 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
98%top
- MARSH & MCLENNAN AGENCY LLC98%
- LONG TERM CARE SOLUTIONS, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACCUMEN 401(K) PLAN
401k
Assets$20.4M
Participants434
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ACCUMEN INC. HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$4.4M
Covered lives672
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACCUMEN 401(K) PLAN | 401k | $20.4M | 434 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ACCUMEN INC. HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $4.4M | 672 | 2024 |
Retirement plans
Welfare plans