Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Health$1.3M
- Prescription drug$1.1M
- Life$231K
- Dental$225K
- Vision$225K
- +2 more
Sponsor portfolio
ASCENT RESIDENTIAL, LLC
EIN 81-2248557real estateLatest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.4M premiums
Participants
343
7020 FAIN PARK DRIVE, SUITE 5 - MONTGOMERY, AL 361177814334-215-1411ascentresidential.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 140 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- BLUE CROSS OF CALIFORNIA79%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA16%
- MWG ADMINISTRATORS4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
- RECURO HEALTH, INC.0%
Broker market share
Schedule A broker compensation
44%top
- WORTHAM SAN ANTONIO INC44%
- HARMON DENNIS BRADSHAW INC32%
- ALLIANCE ADMINISTRATIVE SERVICES12%
- GIS BENEFITS INC11%
- COBBS ALLEN & HALL INC0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASCENT RESIDENTIAL, L. L. C. 401(K) PLAN
401k
Assets$3.5M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASCENT RESIDENTIAL, LLC GROUP HEALTHCARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD
Premiums$1.4M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASCENT RESIDENTIAL, L. L. C. 401(K) PLAN | 401k | $3.5M | 203 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASCENT RESIDENTIAL, LLC GROUP HEALTHCARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD | $1.4M | 140 | 2025 |
Retirement plans
Welfare plans