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Sponsor portfolio

ASCEND PARTNER SERVICES, LLC

EIN 92-1373067-Latest filing 2025
Plans
2
Retirement
1
$53.2M assets
Welfare
1
$15.0M premiums
Participants
2,927
901 NORTH GLEBE, 5TH FLOOR - ARLINGTON, VA 22203703-665-9146
Plans on this EIN
2 filings
#001401k-$53.2M - 1,044 part#501Fully Insured-$15.0M - 2,636 lives

Benefits portfolio analytics

1 plan / $15.0M premiums / 2,636 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.3M
  • Prescription drug$13.3M
  • Dental$1.0M
  • Other$606K
  • Life$537K
  • Short-term disability$537K
  • +2 more
Total $15.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • DELTA DENTAL OF CALIFORNIA7%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • +1 more
Total $15.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • LOCKTON COMPANIES, LLC55%
  • ALLIANT INSURANCE SERVICES, INC.45%
Total $778K2 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

ASCEND PARTNER SERVICES, LLC 401(K) PLAN

401k

Assets$53.2M
Participants1,044
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASCEND PARTNER SERVICES LLC WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$15.0M
Covered lives2,636
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASCEND PARTNER SERVICES, LLC 401(K) PLAN401k$53.2M1,0442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASCEND PARTNER SERVICES LLC WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$15.0M2,6362025
Retirement plans
Welfare plans
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