PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DATA AXLE, INC.
Sponsor portfolioTH

DATA AXLE, INC.

EIN 47-0751545-information services-Latest filing 2024
Plans
2
Retirement
1
$226.9M assets
Welfare
1
$715K premiums
Participants
2,448
1001 FORT CROOK RD. N., SUITE 150L - BELLEVUE, NE 68005402-836-4500referenceusa.comLinkedIn1001-5000 employeesinformation services
Plans on this EIN
2 filings
#001401k-$226.9M - 1,460 part#501Mixed-$715K - 946 lives

Benefits portfolio analytics

1 plan / $715K premiums / 946 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$519K
  • Life$454K
  • Long-term disability$454K
  • Vision$114K
  • Dental$82K
Total $715K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA64%
  • VISON SERVICE PLAN16%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
  • AFLAC7%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $715K5 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • AP BENEFIT ADVISORS, LLC64%
  • USI INSURANCE SERVICES LLC17%
  • JEANNE R SMITH11%
  • KELLER BENEFIT SERVICES, INC.4%
  • ECKERT BENEFITS GROUP INC1%
  • +3 more
Total $70K8 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

DATA AXLE, INC. RETIREMENT PLAN

401k

Assets$226.9M
Participants1,460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DATA AXLE WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$715K
Covered lives946
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DATA AXLE, INC. RETIREMENT PLAN401k$226.9M1,4602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DATA AXLE WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$715K9462024
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