Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ASPIRUS, INC.
EIN 39-1328331Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$1.03B assets
Welfare
1
$7.0M premiums
Participants
26,938
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.03B assets / 16,513 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.0M premiums / 8,414 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.2M
- Life$2.7M
- Long-term disability$1.7M
- Vision$854K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY75%
- RELIASTAR LIFE INSURANCE COMPANY25%
Broker market share
Schedule A broker compensation
53%top
- M3 INSURANCE SOLUTIONS INC53%
- LOCKTON COMPANIES, LLC42%
- M3 SOLUTIONS INC4%
- C2 CENTRIC LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
ASPIRUS, INC. RETIREMENT PLAN
403b
Assets$893.4M
Participants13,829
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
ASPIRUS, INC. FROZEN 401(A) PLAN
MoneyPurchase
Assets$132.5M
Participants2,684
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555
ASPIRUS INC WELFARE AND FLEXIBLE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$7.0M
Covered lives8,414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | ASPIRUS, INC. RETIREMENT PLAN | 403b | $893.4M | 13,829 | 2024 | |
| 007 | ASPIRUS, INC. FROZEN 401(A) PLAN | MoneyPurchase | $132.5M | 2,684 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 555 | ASPIRUS INC WELFARE AND FLEXIBLE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7.0M | 8,414 | 2024 |
Retirement plans
Welfare plans