Form 5500 · Employee benefit plan · NEW YORK, NY
ASCEND WELLNESS HOLDINGS LLC
The filing calls this plan ASCEND WELLNESS HOLDINGS LLC WRAP BENEFIT PLAN.
ASCEND WELLNESS HOLDINGS LLC of NEW YORK, NY is a 1,893-participant agriculture employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is HAYS COMPANIES INC-BOSTON. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3202495 · plan 502 · plan year 2025, filed Feb 19, 2026
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315 other employer plans in New York have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 1,815 people.
Reported premium across the insured contracts is $10,489,309, with $24,820 in disclosed broker commissions — about 0.2% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
HAYS COMPANIES INC-BOSTON is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 1,260 | Jul 1, 2025 | $530,522 | $33,940 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 1,815 | Jul 1, 2025 | $9,958,787 | $-9,120 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 420 employees, 8 recordable cases, 36 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
How this plan compares
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Renewal calendar
315 other employer plans in New York are July 1 renewals (policy year ends June).
Their policy years end in June, like this plan’s, so most renew July 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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