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Sponsor portfolioTH

ASM RESEARCH LLC

EIN 54-1385056-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$239.7M assets
Welfare
2
$2.7M premiums
Participants
5,065
4050 LEGATO RD SUITE 1100 - FAIRFAX, VA 220332895703-830-0856asmresearch.comLinkedIn201-500 employees
Plans on this EIN
3 filings
#002401k-$239.7M - 3,161 part#502Mixed-$1.5M - 1,440 lives#501Fully Insured-$1.1M - 403 lives

Benefits portfolio analytics

2 plans / $2.7M premiums / 1,843 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.6M
  • Other$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Stop-loss$882K
  • Vision$165K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA53%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY34%
  • VISION SERVICE PLAN6%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • THE STANDARD2%
  • +1 more
Total $2.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • RIGGS COUNSELMAN MICHAELS & DOWNES67%
  • FCE BENEFIT ADMINISTRATORS, INC.33%
Total $301K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ASM RESEARCH LLC 401(K) PLAN

401k

Assets$239.7M
Participants3,161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ASM RESEARCH HEALTH AND WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives1,440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ASM RESEARCH, LLC. HEALTH & WELFARE PLAN

Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ASM RESEARCH LLC 401(K) PLAN401k$239.7M3,1612024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ASM RESEARCH HEALTH AND WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.5M1,4402024
501ASM RESEARCH, LLC. HEALTH & WELFARE PLANFully InsuredFIDELITY SECURITY LIFE INSURANCE COMPANY$1.1M4032024
Retirement plans
Welfare plans
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