PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ASPYR HOLDINGS, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 84-3779239

ASPYR HOLDINGS, LLC

270 EAST BAKER STREET, SUITE 300 · COSTA MESA, CA 92626
7607998188
Plans filed
1
Years active
2023–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$95K
No prior year
Persons covered
226
No prior year
Total participants
230
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$95K
ASPYR HOLDINGS HEALTH AND WELFARE PLAN
Mixed226 covered·3 carriers
Primary: AMERTIAS LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$65K36.9%
Vision$65K36.9%
Other$29K16.6%
Life$9K4.8%
Long-term disability$9K4.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$65K68.9%11226
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$29K31.1%1259

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GIBSON INSURANCE AGENCY, INC.SOUTH BEND, INAMERTIAS LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$11K$1K$12K100.0%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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