Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ASPIRUS, INC.
EIN 39-1328331Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$1.18B assets
Welfare
1
$6.9M premiums
Participants
27,504
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.18B assets / 17,038 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.9M premiums / 8,902 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.0M
- Life$2.5M
- Long-term disability$1.7M
- Vision$845K
Carrier market share
Premium dollars by Schedule A carrier
73%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY73%
- RELIASTAR LIFE INSURANCE COMPANY27%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
47%top
- M3 INSURANCE SOLUTIONS INC47%
- LOCKTON COMPANIES, LLC46%
- M3 SOLUTIONS INC5%
- C2 CENTRIC LLC2%
- REUBEN WARNER ASSOCIATES, INC.0%
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$1.04B
Participants14,580
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$135.9M
Participants2,458
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$6.9M
Covered lives8,902
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 | $1.04B | 14,580 | 2025 | |
| 007 | ASPIRUS, INC. FROZEN 401(A) PLAN | MoneyPurchase | $135.9M | 2,458 | 2025 |
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 | $6.9M | 8,902 | 2025 |
Retirement plans
Welfare plans