Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$97K
- Life$97K
- Short-term disability$97K
- Long-term disability$97K
- Other$97K
- Dental$92K
Sponsor portfolio
ASCEND ANALYTICS
EIN 20-8214057computer softwareLatest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$189K premiums
Participants
349
1877 BROADWAY, SUITE 706 - BOULDER, CO 80302303-415-1400ascendanalytics.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $189K premiums / 217 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- PRINCIPAL LIFE INSURANCE COMPANY51%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY49%
Broker market share
Schedule A broker compensation
84%top
- LOCKTON COMPANIES, LLC84%
- CENTERSTONE INSURANCE AND FINANCIAL16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASCEND ANALYTICS 401(K) PROFIT SHARING PLAN
401k
Assets$12.0M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASCEND ANALYTICS HEALTH & WELFARE BENEFITS PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$189K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASCEND ANALYTICS 401(K) PROFIT SHARING PLAN | 401k | $12.0M | 199 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASCEND ANALYTICS HEALTH & WELFARE BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $189K | 217 | 2025 |
Retirement plans
Welfare plans