Access Financial Group
Chicago, IL
Access Financial Group of Chicago, IL is the broker of record on 13 Form 5500 Schedule A filings covering 6 employer benefit plans across 3 states, with $263,283 in reported broker commissions (plan year 2025).
Quick answer
Access Financial Group (Chicago, IL) is the broker of record for 6 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Access Financial Group have?
- Access Financial Group is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 3 states.
- Who are Access Financial Group's largest employer clients?
- By plan participants, the largest include Greenwood Inc. (76 participants), Wentworth Tire Service, Inc. (34 participants) and Stewart Talent Management Corp. (34 participants).
- How much does Access Financial Group earn in commissions?
- Insurers reported $263,283 in broker commissions paid to Access Financial Group for plan year 2025, per Schedule A Part 1.
- Where is Access Financial Group located?
- Access Financial Group is based in Chicago, IL and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Access Financial Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Greenwood Inc. | IL | 76 | 2024-12-31 |
| Wentworth Tire Service, Inc. | IL | 34 | 2025-12-31 |
| Stewart Talent Management Corp. | IL | 34 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.