Form 5500 · Employee benefit plan · LAKE MARY, FL
ACCESSO
ACCESSO's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MFB FINANCIAL DBA THE BAILEY GROUP. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2981860 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 403 | December | $55,479 |
| GUARDIAN | Dental, Vision | 343 | December | $42,596 |
Questions
Who is ACCESSO's benefits broker?
Per its most recent Form 5500 Schedule A, ACCESSO's broker of record is MFB FINANCIAL DBA THE BAILEY GROUP.
What insurance carrier does ACCESSO use?
ACCESSO's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does ACCESSO's group plan renew?
The most recent Schedule A policy period for ACCESSO ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ACCESSO's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.