Plan Ledger DOL Form 5500 · updated monthly

Ascend Bankbenefits

The Ascend Bank Welfare Benefit Plan · GUILFORD, CT · plan year 2025

Broker compensation reported · 2025
$115,521

Ascend Bank's benefits plan covered 153 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $115,521 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $755 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20253
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 150 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 246 covered
ANTHEM HEALTH PLANS, INC. · dental visionpremiums n/a · 257 covered
Brokers & agents paid · 20256
EMERSON ROGERS LLC$18,294 · incl $5,645 fees
DIGITAL INSURANCE LLC$7,833 · incl $1,676 fees
ROGERS BENEFIT GROUP INC.$4,381
EMERSON ROGERS, LLC$3,524 · incl $3,524 fees
Also brokered by OneDigital5
Quadax, Inc. OH$179,502
Ciox Health, LLC AZ$138,461

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 060377390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.