Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Other$191K
- Life$184K
- Short-term disability$184K
- Long-term disability$184K
- +2 more
Sponsor portfolio
ASPIRIANT LLC
EIN 26-1518255investment managementLatest filing 2025
Plans
2
Retirement
1
$89.2M assets
Welfare
1
$2.7M premiums
Participants
521
50 CALIFORNIA STREET, SUITE 2600 - SAN FRANCISCO, CA 94111415-371-7800aspiriant.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 229 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- CALIFORNIA PHYSICIANS SERVICE67%
- KAISER FOUNDATION HEALTH PLAN INC20%
- HARTFORD LIFE AND ACCIDENT7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASPIRIANT 401(K) AND PROFIT SHARING PLAN
401k
Assets$89.2M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASPIRIANT HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$2.7M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASPIRIANT 401(K) AND PROFIT SHARING PLAN | 401k | $89.2M | 291 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASPIRIANT HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $2.7M | 229 | 2024 |
Retirement plans
Welfare plans