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Sponsor portfolio

ASCENSION PROPERTY SERVICES, LLC

EIN 83-3362895-Latest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$5.6M premiums
Participants
2,236
5511 VIRGINIA WAY, SUITE 333 - BRENTWOOD, TN 37027615-308-7910LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$20.6M - 1,056 part#501Fully Insured-$5.6M - 1,170 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 1,170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Other$578K
  • Life$406K
  • Short-term disability$406K
  • Long-term disability$406K
  • Dental$359K
  • +1 more
Total $5.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
Total $5.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
32%top
  • JORDAN BURBACH32%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS20%
  • GIS BENEFITS INC18%
  • PAUL BARCROFT18%
  • LOCKTON COMPANIES, LLC10%
  • +3 more
Total $489K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ASCENSION PROPERTY SERVICES, LLC RETIREMENT READINESS 401(K) PLAN

401k

Assets$20.6M
Participants1,056
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASCENSION PROPERTY SERVICES, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$5.6M
Covered lives1,170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASCENSION PROPERTY SERVICES, LLC RETIREMENT READINESS 401(K) PLAN401k$20.6M1,0562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASCENSION PROPERTY SERVICES, LLC HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$5.6M1,1702025
Retirement plans
Welfare plans
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