Welfare broker

ASCENSUS BROKER DEALER SERVICES,LLC

Mailing address (most recent filing)

95 WELLS AVE, STE 160

SUITE 200

NEWTON, MA 02459

Total comp: $156K
Commissions: $0
Fees: $156K
Filings: 1
Sponsors: 1

Carrier mix

Where ASCENSUS BROKER DEALER SERVICES,LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PRUDENTIAL INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRUDENTIAL INSURANCE COMPANY OF AMERICA	1	$9.2M	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
IL	1	$9.2M	0.0%	28.47x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of ASCENSUS BROKER DEALER SERVICES,LLC's plans by broker comp / premium ratio. Median 1.70% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of ASCENSUS BROKER DEALER SERVICES,LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where ASCENSUS BROKER DEALER SERVICES,LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
R. R. DONNELLEY & SONS COMPANY R.R. DONNELLEY & SONS COMPANY RETIREE WELFARE BENEFITS PLAN	IL	$9.2M	$156K	PRUDENTIAL INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

PRUDENTIAL INSURANCE COMPANY OF AMERICA

$9.2M

100.0%

State

Plans

Premium

State share

Index

$9.2M

0.0%

28.47x

Sponsor

Loc

Premium

Comp

Carrier

R. R. DONNELLEY & SONS COMPANY

R.R. DONNELLEY & SONS COMPANY RETIREE WELFARE BENEFITS PLAN

$9.2M

$156K

PRUDENTIAL INSURANCE COMPANY OF AMERICA