Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$46.9M
- Vision$46.9M
- Health$41.8M
- Prescription drug$41.8M
- Other$6.4M
- Life$5.5M
- +2 more
Sponsor portfolio
ASPEN HR PEO, LLC
EIN 85-3188438Latest filing 2025
Plans
2
Retirement
1
$148.6M assets
Welfare
1
$48.2M premiums
Participants
8,860
26133 US HWY 19 N SUITE 308 - CLEARWATER, FL 33763415-273-4270
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $48.2M premiums / 7,120 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- AETNA LIFE INSURANCE COMPANY87%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN
401k
Assets$148.6M
Participants4,524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASPEN HR PEO, LLC HEALTH AND WELFARE PLAN
Mewa - AETNA LIFE INSURANCE COMPANY
Premiums$48.2M
Covered lives7,120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN | 401k | $148.6M | 4,524 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASPEN HR PEO, LLC HEALTH AND WELFARE PLAN | Mewa | AETNA LIFE INSURANCE COMPANY | $48.2M | 7,120 | 2025 |
Retirement plans
Welfare plans