Benefits brokerage · 4 offices
ASCENSUS
ASCENSUS is named as the broker of record on 120 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| CHICAGO | IL | 115 |
| DRESHER | PA | 3 |
| No city on file | — | 1 |
| CHICAGOIL | IL | 1 |
Book profile
ASCENSUS brokers 120 insured contracts for 99 employers, across 33 states, led by CA, GA, MN.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (109, about 91%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY follow.
Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| O'DONNELL & NACCARATO, INC. | PHILADELPHIA, PA | CHICAGO, IL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| FC DALLAS SOCCER, LLC | FRISCO, TX | CHICAGO, IL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PSC BIOTECH CORPORATION | POMONA, CA | CHICAGO, IL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| TEUTONIC HOLDINGS, LLC | NORTHRIDGE, CA | CHICAGO, IL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| TURNING POINT COMMUNITY PROGRAMS | RANCHO CORDOVA, CA | CHICAGO, IL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
more employers in ASCENSUS's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
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)