PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ASC PEO, LLC
Sponsor portfolio

ASC PEO, LLC

EIN 99-1509375-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$36.6M assets
Welfare
1
$6.8M premiums
Participants
2,288
6022 BLUE CIRCLE DRIVE, MN103-0300 - MINNETONKA, MN 55343952-936-1300
Plans on this EIN
2 filings
#001401k-$36.6M - 1,855 part#501Mewa-$6.8M - 11,836 lives

Benefits portfolio analytics

1 plan / $6.8M premiums / 11,836 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Other$959K
  • Life$454K
  • Short-term disability$454K
  • Long-term disability$454K
  • Dental$242K
  • +1 more
Total $6.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • ANTHEM LIFE INSURANCE COMPANY82%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • HARTFORD LIFE AND ACCIDENT7%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN0%
Total $6.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $260K1 slice

Plan deep-dives

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

ASC PEO, LLC RETIREMENT INVESTMENT PLAN

401k

Assets$36.6M
Participants1,855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASC PEO, LLC EMPLOYEE BENEFIT PLAN

Mewa - ANTHEM OF NEW YORK

Premiums$6.8M
Covered lives11,836
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASC PEO, LLC RETIREMENT INVESTMENT PLAN401k$36.6M1,8552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASC PEO, LLC EMPLOYEE BENEFIT PLANMewaANTHEM OF NEW YORK$6.8M11,8362025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica