# AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **AXCESS FINANCIAL SERVICES, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | AXCESS FINANCIAL SERVICES, INC. |
| EIN | 311485652 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | CINCINNATI, OH |
| Industry | investment management |
| Funding | mixed |
| Total premiums | $1.1M |
| Participants | 666 |
| Persons covered | 656 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Life, STD, LTD, Other |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Indemnity, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| USI INSURANCE SERVICES LLC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| TEMPO HOLDINGS COMPANY LLC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| CUSTOM BENEFIT PROGRAMS INC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| HAUSER INC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| JERI SUE HARRISON | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/311485652-501
- Cite as: PlanOptica, https://planoptica.com/welfare/311485652-501
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