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Sponsor portfolio

ACCESS

EIN 93-0665396-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$2.1M premiums
Participants
316
3630 AVIATION WAY - MEDFORD, OR 97501accesshelps.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$3.4M - 197 part#501Fully Insured-$2.1M - 239 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$130K
  • Vision$130K
  • Life$130K
  • Short-term disability$130K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • PROVIDENCE HEALTH PLAN94%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $119K1 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 403(B) PLAN

403b

Assets$3.4M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCESS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - PROVIDENCE HEALTH PLAN

Premiums$2.1M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCESS 403(B) PLAN403b$3.4M1972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCESS HEALTH AND WELFARE BENEFIT PLANFully InsuredPROVIDENCE HEALTH PLAN$2.1M2392025
Retirement plans
Welfare plans
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