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Sponsor portfolio

ASCEND REHAB SERVICES, INC.

EIN 20-0927823-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$5.8M assets
Welfare
1
$902K premiums
Participants
567
29516 KOHOUTEK WAY - UNION CITY, CA 94587510-441-8240LinkedIn11-50 employeeshospital & health care
Plans on this EIN
3 filings
#002OtherDC-$4.7M - 212 part#003CashBalance-$1.0M - 119 part#503Fully Insured-$902K - 236 lives

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 331 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#002)82%
  • CASH BALANCE PLAN (#003)18%
Total $5.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • TRANSAMERICA RETIREMENT SOLUTIONS82%
  • (Not disclosed)18%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)212
  • CASH BALANCE PLAN (#003)119
Total 331Click row to drill in

Benefits portfolio analytics

1 plan / $902K premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$750K
  • Prescription drug$750K
  • Dental$152K
  • Vision$152K
  • Life$152K
  • Long-term disability$152K
  • +1 more
Total $902K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • KAISER FOUNDATION HEALTH PLAN INC83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
Total $902K2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • EXPERTQUOTE, INC.56%
  • BROWN & BROWN INSURANCE SERVICES22%
  • HEFFERNAN INSURANCE BROKERS14%
  • PROFESSIONAL GROUP PLANS INC8%
Total $67K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ASCEND REHAB PROFIT SHARING PLAN

OtherDC

Assets$4.7M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ASCEND REHAB CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ASCEND REHAB SERVICES, INC. BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$902K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ASCEND REHAB PROFIT SHARING PLANOtherDC$4.7M2122024
003ASCEND REHAB CASH BALANCE PLANCashBalance$1.0M1192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ASCEND REHAB SERVICES, INC. BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$902K2362025
Retirement plans
Welfare plans
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