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Sponsor portfolio

ASPEN GROUP INC

EIN 27-1933597-Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.9M premiums
Participants
884
4605 EAST ELWOOD STREET, SUITE 300 - PHOENIX, AZ 85040203-906-9159LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$5.7M - 763 part#501Fully Insured-$1.9M - 179 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Other$73K
  • Life$39K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY2%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $134K1 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 GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.7M
Participants763
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASPEN GROUP, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.9M
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASPEN GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$5.7M7632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASPEN GROUP, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.9M1792025
Retirement plans
Welfare plans
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