Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Other$141K
- Dental$136K
- Life$136K
- Short-term disability$37K
- +2 more
Sponsor portfolio
ACCESS XP LLC
EIN 85-2333700Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$2.0M premiums
Participants
506
2305 HISTORIC DECATUR ROAD, STE 100 - SAN DIEGO, CA 92106619-299-2200
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 242 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- PRINCIPAL LIFE INSURANCE COMPANY7%
- KAISER FOUNDATION HEALTH PLAN INC4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN1%
- +2 more
Broker market share
Schedule A broker compensation
72%top
- MARSH & MCLENNAN AGENCY LLC72%
- GALLAGHER BENEFIT SERVICES, INC.27%
- REUBEN WARNER ASSOCIATES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ACCESS XP RETIREMENT PLAN
401k
Assets$11.1M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ACCESS XP LLC HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.0M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ACCESS XP RETIREMENT PLAN | 401k | $11.1M | 258 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ACCESS XP LLC HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.0M | 242 | 2025 |
Retirement plans
Welfare plans