PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ACCESS POINT CONSULTING, LLC
Sponsor portfolio

ACCESS POINT CONSULTING, LLC

EIN 83-2721047-computer & network security-Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$457K premiums
Participants
170
6081 HAMILTON BLVD STE 600 - ALLENTOWN, PA 18106484-358-2324accesspointconsulting.comLinkedIn51-200 employeescomputer & network security
Plans on this EIN
2 filings
#001401k-$5.2M - 99 part#501Mixed-$457K - 78 lives

Benefits portfolio analytics

1 plan / $457K premiums / 78 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$393K
  • Dental$39K
  • Vision$39K
  • Other$26K
Total $457K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • HM LIFE INSURANCE COMPANY86%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $457K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BSI CORPORATE BENEFITS LLC100%
Total $8K1 slice

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 POINT CONSULTING 401(K) PROFIT SHARING PLAN

401k

Assets$5.2M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCESS POINT CONSULTING, LLC EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$457K
Covered lives78
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCESS POINT CONSULTING 401(K) PROFIT SHARING PLAN401k$5.2M992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCESS POINT CONSULTING, LLC EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$457K782025
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