Welfare broker

THE ASCEND GROUP P.L.L.C.

Mailing address (most recent filing)

3201 UNIVERSITY DR. SUITE 360

AUBURN HILLS, MI 48326

Total comp: $72K
Commissions: $69K
Fees: $3K
Filings: 3
Sponsors: 3

Carrier mix

Where THE ASCEND GROUP P.L.L.C. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

HEALTH ALLIANCE PLAN100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HEALTH ALLIANCE PLAN	1	$2.2M	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
MI	1	$2.2M	0.0%	41.16x

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 THE ASCEND GROUP P.L.L.C.'s plans by broker comp / premium ratio. Median 2.37% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of THE ASCEND GROUP P.L.L.C.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where THE ASCEND GROUP P.L.L.C. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CHARDAM GEAR CO. CHARDAM GEAR CO. HEALTH WELFARE BENEFIT PLAN	MI	$2.2M	$53K	HEALTH ALLIANCE PLAN