Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$585K
- Long-term disability$273K
- Dental$219K
- Vision$219K
- Life$137K
Sponsor portfolio
ASCEND LEARNING LLC
EIN 26-2602465InformationLatest filing 2024
Plans
2
Retirement
1
$183.9M assets
Welfare
1
$1.1M premiums
Participants
3,395
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 1,518 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, 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
ASCEND LEARNING LLC 401(K) PLAN
401k
Assets$183.9M
Participants2,216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASCEND LEARNING, LLC HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives1,518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASCEND LEARNING LLC 401(K) PLAN | 401k | $183.9M | 2,216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASCEND LEARNING, LLC HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.1M | 1,518 | 2024 |
Retirement plans
Welfare plans