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  2. ASCEND, INC.
Sponsor portfolio

ASCEND, INC.

EIN 20-2257507-human resources-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$227K premiums
Participants
256
941 GRANT PLACE - BOULDER, CO 80302720-565-4626ascendps.comLinkedIn1-10 employeeshuman resources
Plans on this EIN
2 filings
#001401k-$5.9M - 129 part#501Mixed-$227K - 229 lives

Benefits portfolio analytics

1 plan / $227K premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$115K
  • Vision$115K
  • Other$97K
  • Long-term disability$42K
  • Life$41K
  • Short-term disability$15K
Total $227K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • STANDARD INSURANCE COMPANY49%
Total $227K2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • IMA, INC.65%
  • HUB INTERNATIONAL MIDWEST LIMITED21%
  • REUBEN WARNER ASSOCIATES, INC.14%
Total $33K3 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

HRMS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.9M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASCEND, INC HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF COLORADO

Premiums$227K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HRMS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$5.9M1292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASCEND, INC HEALTH AND WELFARE PLANMixedDELTA DENTAL OF COLORADO$227K2292025
Retirement plans
Welfare plans
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