How many employer clients does Ascensus have?

Ascensus is named as broker on Form 5500 Schedule A filings for 120 distinct plan sponsors in 34 states.

Who are Ascensus's largest employer clients?

By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Cora Health Services, Inc. (1,766 participants) and Axos Financial, Inc. (1,683 participants).

How much does Ascensus earn in commissions?

Insurers reported $40,569 in broker commissions and $254,088 in fees paid to Ascensus for plan year 2025, per Schedule A Part 1.

Where is Ascensus located?

Ascensus is based in Chicago, IL and has employer clients in 34 states.

How does Ascensus rank among benefits brokers in Illinois?

Ascensus ranks #25 by employer clients among the 50 most active benefits brokers based in Illinois.

Benefits Intelligence/Broker Directory/Illinois

Ascensus

Chicago, IL

Ascensus of Chicago, IL is the broker of record on 187 Form 5500 Schedule A filings covering 120 employer benefit plans across 34 states, with $40,569 in reported broker commissions (plan year 2025).

Employer clients

120

distinct plan sponsors

Schedule A filings

187

States served

Reported commissions

$40,569

plan year 2025

Reported fees

$254,088

Quick answer

Ascensus (Chicago, IL) is the broker of record for 120 employer benefit plan sponsors on 187 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ascensus have?: Ascensus is named as broker on Form 5500 Schedule A filings for 120 distinct plan sponsors in 34 states.
Who are Ascensus's largest employer clients?: By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Cora Health Services, Inc. (1,766 participants) and Axos Financial, Inc. (1,683 participants).
How much does Ascensus earn in commissions?: Insurers reported $40,569 in broker commissions and $254,088 in fees paid to Ascensus for plan year 2025, per Schedule A Part 1.
Where is Ascensus located?: Ascensus is based in Chicago, IL and has employer clients in 34 states.
How does Ascensus rank among benefits brokers in Illinois?: Ascensus ranks #25 by employer clients among the 50 most active benefits brokers based in Illinois.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ascensus on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Futureplan Fiduciary Services, LLC	MA	196,164	2025-12-31
Cora Health Services, Inc.	OH	1,766	2025-12-31
Axos Financial, Inc.	CA	1,683	2024-12-31

117 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Illinois

Gallagher Benefit Services, Inc.: 4,817 employer clients, $648,000,465 reported commissions (Rolling Meadows)
Mercer Health And Benefits, LLC: 2,605 employer clients, $527,815,999 reported commissions (Chicago)
Gis Benefits Inc: 2,314 employer clients, $23,768,902 reported commissions (Morris)
Aon Consulting Inc: 1,461 employer clients, $177,097,078 reported commissions (Chicago)
Hub International Midwest Limited: 1,700 employer clients, $100,391,255 reported commissions (Chicago)
Watchtower Benefits, LLC: 1,386 employer clients, $3,262,244 reported commissions (Chicago)
Alera Group, Inc.: 1,252 employer clients, $14,671,515 reported commissions (Deerfield)
Watchtower Technologies Inc: 954 employer clients, $1,917,156 reported commissions (Chicago)

All brokers in Illinois →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.