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Sponsor portfolio

STONE MOUNTAIN ACCESS GROUP

EIN 46-4388059-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$691K premiums
Participants
280
4029 MAY STREET - HILLSIDE, IL 60162708-544-9010
Plans on this EIN
2 filings
#002401k-$3.2M - 158 part#501Fully Insured-$691K - 265 lives

Benefits portfolio analytics

1 plan / $691K premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$654K
  • Dental$654K
  • Vision$654K
  • Life$37K
  • Short-term disability$37K
  • Long-term disability$37K
  • +1 more
Total $691K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITED HEALTHCARE INSURANCE COMPANY95%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $691K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AXION RMS LTD100%
Total $36K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STONE MOUNTAIN ACCESS GROUP 401K PSP & TRUST

401k

Assets$3.2M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STONE MOUNTAIN ACCESS WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$691K
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002STONE MOUNTAIN ACCESS GROUP 401K PSP & TRUST401k$3.2M1582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STONE MOUNTAIN ACCESS WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$691K2652025
Retirement plans
Welfare plans
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