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Sponsor portfolio

ACCESS INTELLIGENCE LLC

EIN 52-2270063-events services-Latest filing 2025
Plans
2
Retirement
1
$35.2M assets
Welfare
1
$1.6M premiums
Participants
479
9211 CORPORATE BOULEVARD, 4TH FLOOR - ROCKVILLE, MD 20850301-354-2000accessintel.comLinkedIn201-500 employeesevents services
Plans on this EIN
2 filings
#001401k-$35.2M - 310 part#501Mixed-$1.6M - 291 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.4M
  • Stop-loss$753K
  • Life$85K
  • Other$85K
  • Short-term disability$67K
  • Long-term disability$50K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • EYEMED VISION CARE1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • TRIBRIDGE PARTNERS LLC89%
  • THE BALDWIN GROUP WEST LLC7%
  • PRESENTLEAVE, LLC2%
  • EMPLOYEE BENEFIT SUBJECT MATTER EXP2%
Total $209K4 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

ACCESS INTELLIGENCE LLC 401(K) PLAN

401k

Assets$35.2M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCESS INTELLIGENCE LLC

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.6M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCESS INTELLIGENCE LLC 401(K) PLAN401k$35.2M3102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCESS INTELLIGENCE LLCMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.6M2912025
Retirement plans
Welfare plans
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