Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 31-1485652
AXCESS FINANCIAL SERVICES, INC.
7755 MONTGOMERY, SUITE 500 · CINCINNATI, OH 45236
5132296642
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
656
No prior year
Total participants
666
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.1M | 28.7% | |
| Life | $932K | 23.8% | |
| Short-term disability | $931K | 23.8% | |
| Long-term disability | $931K | 23.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $931K | 82.8% | 1 | 1 | 656 |
EIN 591031071 | Oth | $191K | 17.0% | 1 | 1 | 656 |
EIN 620331200 | LOth | $2K | 0.1% | 1 | 1 | 8 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | LIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $87K | $12K | $98K | 89.1% | 1 |
| TEMPO HOLDINGS COMPANY LLC | LINCOLNSHIRE, IL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $12K | $12K | 10.9% | 1 |
| CUSTOM BENEFIT PROGRAMS INC | HAMMONTON, NJ | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $32 | $0 | $32 | 0.0% | 1 |
| HAUSER INC | CINCINNATI, OH | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.0% | 1 |
| JERI SUE HARRISON | CINCINNATI, OH | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan