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Sponsor portfolio

ASPEN ML LLC

EIN 20-4066982-management consulting-Latest filing 2024
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$1.3M premiums
Participants
143
13190 SW 68TH PARKWAY, STE 130 - TIGARD, OR 97223503-444-5016LinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$11.6M - 123 part#501Fully Insured-$1.3M - 54 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 54 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$74K
  • Other$63K
  • Life$60K
  • Short-term disability$60K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • CURALINC HEALTHCARE0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $45K1 slice

Plan deep-dives

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

ASPEN ML LLC RETIREMENT PLAN

401k

Assets$11.6M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASPEN ML, LLC HEALTH AND WELFARE PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$1.3M
Covered lives54
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASPEN ML LLC RETIREMENT PLAN401k$11.6M1232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASPEN ML, LLC HEALTH AND WELFARE PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$1.3M542024
Retirement plans
Welfare plans
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