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Benefits broker of record · CHICAGO, IL

ASCENSUS

ASCENSUS of CHICAGO, IL is named as the broker of record on 115 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of ASCENSUS.

Contracts brokered
115
Book size
under $10k
Office state
IL

115 contracts on file name ASCENSUS as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

ASCENSUS brokers 115 insured contracts for 94 employers, across 31 states, led by CA, GA, MN.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (107, about 93%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY follow.

Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
O'DONNELL & NACCARATO, INC.PHILADELPHIA, PAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
FC DALLAS SOCCER, LLCFRISCO, TXPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
PSC BIOTECH CORPORATIONPOMONA, CAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
TEUTONIC HOLDINGS, LLCNORTHRIDGE, CAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
TURNING POINT COMMUNITY PROGRAMSRANCHO CORDOVA, CAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
Subscriber access
89

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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