Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$294K
- Vision$294K
- Life$294K
- Short-term disability$294K
- Long-term disability$294K
- +1 more
Sponsor portfolio
ASPIRE GENERAL INSURANCE SERVICES LLC
EIN 45-4697629insuranceLatest filing 2024
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$2.2M premiums
Participants
709
8885 HAVEN AVE SUITE 250 - RANCHO CUCAMONGA, CA 91730916-503-4850aspiregeneral.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 478 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- CALIFORNIA PHYSICIANS SERVICE87%
- PRINCIPAL LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
35%top
- WAVELING INSURANCE SERVICES INC35%
- REUBEN WARNER ASSOCIATES, INC.32%
- BURNHAM BENEFITS INSURANCE SERVICES20%
- RIPPLING INSURANCE SERVICES INC12%
- PAYCHEX INSURANCE AGENCY, 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#001
ASPIRE GENERAL INSURANCE 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$6.4M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASPIRE GENERAL INSURANCE SERVICES LLC HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA GENERAL INSURANCE
Premiums$2.2M
Covered lives478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASPIRE GENERAL INSURANCE 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $6.4M | 411 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASPIRE GENERAL INSURANCE SERVICES LLC HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA GENERAL INSURANCE | $2.2M | 478 | 2024 |
Retirement plans
Welfare plans