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Sponsor portfolio

ASANA PARTNERS PAYROLL SERVICES, LLC

EIN 87-4051443-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$189K premiums
Participants
257
2151 HAWKINS STREET, SUITE 1100 - CHARLOTTE, NC 28203704-423-1660
Plans on this EIN
2 filings
#001401k-$8.5M - 139 part#501Mixed-$189K - 118 lives

Benefits portfolio analytics

1 plan / $189K premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$162K
  • Prescription drug$162K
  • Dental$17K
  • Vision$17K
  • Short-term disability$4K
  • Long-term disability$3K
  • +1 more
Total $189K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $189K3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MCGRIFF INSURANCE SERVICES INC86%
  • DIGITAL INSURANCE LLC14%
Total $11K2 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

ASANA PARTNERS PAYROLL SERVICES, LLC 401(K) PLAN

401k

Assets$8.5M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASANA PARTNERS PAYROLL SERVICES LLC WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$189K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASANA PARTNERS PAYROLL SERVICES, LLC 401(K) PLAN401k$8.5M1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASANA PARTNERS PAYROLL SERVICES LLC WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$189K1182024
Retirement plans
Welfare plans
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