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Sponsor portfolioTH

ACCESS MANAGEMENT SERVICES, LLC

EIN 90-0953904-medical practice-Latest filing 2025
Plans
2
Retirement
1
$37.8M assets
Welfare
1
$7.7M premiums
Participants
1,039
4643 SOUTH ULSTER STREET, SUITE 700 - DENVER, CO 80237720-744-5456LinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$37.8M - 610 part#501Mixed-$7.7M - 430 lives

Benefits portfolio analytics

1 plan / $7.7M premiums / 430 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.2M
  • Other$428K
  • Life$330K
  • Short-term disability$330K
  • Long-term disability$330K
  • Vision$62K
Total $7.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • VISION SERVICE PLAN1%
  • MINES & ASSOCIATES0%
Total $7.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • IMA, INC.94%
  • WATCHTOWER TECHNOLOGIES INC6%
Total $159K2 slices

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 MANAGEMENT SERVICES, LLC 401(K) RETIREMENT PLAN

401k

Assets$37.8M
Participants610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCESS MANAGEMENT SERVICES, LLC WRAP PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$7.7M
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ACCESS MANAGEMENT SERVICES, LLC 401(K) RETIREMENT PLAN401k$37.8M6102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCESS MANAGEMENT SERVICES, LLC WRAP PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$7.7M4302025
Retirement plans
Welfare plans
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