PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ASCEND GROCERY, 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 86-2650999

ASCEND GROCERY, LLC

9100 CONROY WINDERMERE ROAD · WINDERMERE, FL 34786
8436935040
Plans filed
1
Years active
2022–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
148
No prior year
Total participants
120
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.0M
ASCEND GROCERY HEALTH AND WELFARE BENEFIT PLAN
Fully insured148 covered·4 carriers
Primary: HEALTH OPTIONS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$860K31.3%
Prescription drug$860K31.3%
Dental$172K6.2%
Vision$172K6.2%
Life$172K6.2%
Short-term disability$172K6.2%
Long-term disability$172K6.2%
Other$172K6.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$441K42.7%1143
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$297K28.8%1121
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
DVLSTDLTDOth
$172K16.6%11148
TRULI
EIN 592403696
HRx
$123K11.9%1115

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESMAITLAND, FLHEALTH OPTIONS, TRULI, BLUE CROSS BLUE SHIELD OF FLORIDA, UNITEDHEALTHCARE INSURANCE COMPANY$75K$0$75K100.0%1

History & trajectory

4 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