PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ACCELA, INC.
Sponsor portfolio

ACCELA, INC.

EIN 94-2767678-computer software-Latest filing 2025
Plans
2
Retirement
1
$61.6M assets
Welfare
1
$1.5M premiums
Participants
776
9110 ALCOSTA BOULEVARD, SUITE H 3030 - SAN RAMON, CA 94583925-659-3200accela.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$61.6M - 512 part#501Fully Insured-$1.5M - 299 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$665K
  • Prescription drug$665K
  • Dental$423K
  • Other$357K
  • Life$314K
  • Short-term disability$314K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY30%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
  • VISION SERVICE PLAN5%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
  • +2 more
Total $1.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ABD INS. AND FINANCIAL SVCS., INC.98%
  • JEFFREY MARLEY SR2%
Total $109K2 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

ACCELA, INC. 401(K) & PROFIT SHARING PLAN

401k

Assets$61.6M
Participants512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCELA, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.5M
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCELA, INC. 401(K) & PROFIT SHARING PLAN401k$61.6M5122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCELA, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.5M2992025
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