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  2. ASCENSUS, LLC.
Sponsor portfolio

ASCENSUS, LLC.

EIN 11-3665754-financial services-Latest filing 2024
Plans
2
Retirement
1
$621.8M assets
Welfare
1
$6.4M premiums
Participants
12,122
200 DRYDEN ROAD - DRESHER, PA 19025215-648-8272ascensus.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$621.8M - 6,097 part#501Mixed-$6.4M - 5,999 lives

Benefits portfolio analytics

1 plan / $6.4M premiums / 5,999 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.9M
  • Life$3.1M
  • Long-term disability$2.7M
  • Health$1.4M
  • Prescription drug$1.4M
  • Vision$597K
  • +1 more
Total $6.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY42%
  • KAISER FOUNDATION HEALTH PLAN INC22%
  • LYRA HEALTH, INC.12%
  • VISION SERVICE PLAN6%
  • TRANSAMERICA LIFE INSURANCE COMPANY5%
  • +3 more
Total $6.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • ALLIANT INSURANCE SERVICES, INC.78%
  • AMERICAN BENEFITS & COMP SYSTEMS16%
  • LOCKTON COMPANIES, LLC5%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $362K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ASCENSUS, LLC 401(K) SAVINGS PLAN

401k

Assets$621.8M
Participants6,097
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASCENSUS, LLC HEALTH PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$6.4M
Covered lives5,999
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASCENSUS, LLC 401(K) SAVINGS PLAN401k$621.8M6,0972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASCENSUS, LLC HEALTH PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$6.4M5,9992024
Retirement plans
Welfare plans
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