Welfare broker

AXCESS FINANCIAL GROUP

Mailing address (most recent filing)

6605 UPTOWN BLVD NE

ABQ, NM 87110

Carrier mix

Where AXCESS FINANCIAL GROUP places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED HEALTHCARE SERVICES, INC.	1	$2.6M	25.0%
PRINCIPAL LIFE INSURANCE COMPANY	1	$99K	25.0%
PRESBYTERIAN HEALTH PLAN INC.	1	$230K	25.0%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$339K	25.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
NM	4	$3.2M	1.6%	454.90x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of AXCESS FINANCIAL GROUP's plans by broker comp / premium ratio. Median 13.44% vs welfare-wide median 6.29% (n=4).

Prospect-flag exposure · vs market baseline

Share of AXCESS FINANCIAL GROUP's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-4 of 4 sponsors where AXCESS FINANCIAL GROUP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
STRATEGIC MANAGEMENT SOLUTIONS LLC STRATEGIC MANAGEMENT SOLUTIONS LLC WELFARE BENEFIT PLAN	NM	$2.6M	$122K	UNITED HEALTHCARE SERVICES
UNITY BPO INC UNITY BPO INC WELFARE BENEFIT PLAN	NM	$230K	$61K	PRESBYTERIAN HEALTH PLAN INC
LOS POBLANOS HISTORIC INN & ORGANIC FARM LOS POBLANOS HISTORIC INN & ORGANIC FARM	NM	$339K	$48K	CIGNA HEALTH AND INSURANCE COMPANY
CHALMERS FORD INC DON CHALMERS FORD INC WELFARE BENEFIT PLAN	NM	$99K	$13K	PRINCIPAL LIFE INSURANCE COMPANY