Ascensus, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ascensus, LLC (EIN 11-3665754) is a plan sponsor located in Dresher, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-3665754
Location
Dresher, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$538,492,406
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$538,492,406

Contributions & income

Employer contributions
$13,172,455
Participant contributions
$39,445,943
Total income / additions
$142,823,221

Expenses & distributions

Benefits paid / distributions
$43,975,647
Total expenses
$44,000,454
Net increase / (decrease)
$98,822,767

Coverage

Total reported participants
10,434
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ascensus, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ascensus, LLC 401(K) Savings Plan0016,397$538,492,4062023
Ascensus, LLC Health Plan5014,037not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ascensus, LLC
YearPlanParticipantsSchedulesFiling
2023Ascensus, LLC Health Plan4,03720240718102115NAL0003325331001
2023Ascensus, LLC 401(K) Savings Plan6,397H, C20240927091903NAL0002025425001

Related Form 5500 pages