Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Prescription drug$3.8M
- Other$454K
- Life$324K
- Short-term disability$324K
- Long-term disability$324K
- +2 more
Sponsor portfolioTH
ASCENDUM MACHINERY, INC.
EIN 20-1862082Latest filing 2025
Plans
2
Retirement
1
$26.8M assets
Welfare
1
$4.4M premiums
Participants
759
16810 KENTON DRIVE, SUITE 300 - HUNTERSVILLE, NC 28078980-317-4245
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 503 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- USABLE LIFE7%
- PRINCIPAL LIFE INSURANCE COMPANY4%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
50%top
- DIGITAL INSURANCE LLC50%
- NFP INSURANCE SERVICES INC24%
- MOSAIC GROUP SERVICES19%
- CENTRO BENEFITS RESEARCH LLC5%
- ENROLLEASE3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ASCENDUM MACHINERY, INC. 401(K) PLAN
401k
Assets$26.8M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASCENDUM MACHINERY INC, EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$4.4M
Covered lives503
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASCENDUM MACHINERY, INC. 401(K) PLAN | 401k | $26.8M | 462 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASCENDUM MACHINERY INC, EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $4.4M | 503 | 2025 |
Retirement plans
Welfare plans