Fundz
Fundz
Benefits Intelligence/Broker Directory/Illinois

Futureplan By Ascensus

Chicago, IL

Futureplan By Ascensus of Chicago, IL is the broker of record on 279 Form 5500 Schedule A filings covering 196 employer benefit plans across 39 states, with $67,969 in reported broker commissions (plan year 2025).

Employer clients
196
distinct plan sponsors
Schedule A filings
279
States served
39
Reported commissions
$67,969
plan year 2025
Reported fees
$1,587,076

Quick answer

Futureplan By Ascensus (Chicago, IL) is the broker of record for 196 employer benefit plan sponsors on 279 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Futureplan By Ascensus have?
Futureplan By Ascensus is named as broker on Form 5500 Schedule A filings for 196 distinct plan sponsors in 39 states.
Who are Futureplan By Ascensus's largest employer clients?
By plan participants, the largest include Trc Staffing Services, Inc. (3,590 participants), Freedom Forever LLC (3,475 participants) and Beacon Specialized Living Services, Inc. (2,571 participants).
How much does Futureplan By Ascensus earn in commissions?
Insurers reported $67,969 in broker commissions and $1.6 million in fees paid to Futureplan By Ascensus for plan year 2025, per Schedule A Part 1.
Where is Futureplan By Ascensus located?
Futureplan By Ascensus is based in Chicago, IL and has employer clients in 39 states.
How does Futureplan By Ascensus rank among benefits brokers in Illinois?
Futureplan By Ascensus ranks #18 by employer clients among the 50 most active benefits brokers based in Illinois.

Source: Fundz verified event record.

Employer clients

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

EmployerStateParticipantsPlan year end
Trc Staffing Services, Inc.GA3,5902024-12-31
Freedom Forever LLCCA3,4752024-12-31
Beacon Specialized Living Services, Inc.MI2,5712025-12-31
193 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Illinois

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.