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Sponsor portfolio

APPLE HEALTH CARE, INC.

EIN 06-1174705-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$86.4M assets
Welfare
1
$1.5M premiums
Participants
6,089
21 WATERVILLE ROAD - AVON, CT 06001860-678-9755LinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$86.4M - 4,478 part#501Mixed-$1.5M - 1,611 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,611 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$731K
  • Short-term disability$731K
  • Long-term disability$731K
  • Dental$381K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • METROPOLITAN LIFE INSURANCE COMPANY50%
  • DELTA DENTAL OF CALIFORNIA26%
  • AFLAC24%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • USI INSURANCE SERVICES LLC46%
  • BENEFITSTORE INC18%
  • PAIGE QUINN AND OTHER AGENTS18%
  • EPSIX, INC.8%
  • BRAIN W PATTEN6%
  • +3 more
Total $161K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS

401k

Assets$86.4M
Participants4,478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPLE HEALTH CARE, INC. SECTION 125 PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,611
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS401k$86.4M4,4782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPLE HEALTH CARE, INC. SECTION 125 PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.5M1,6112024
Retirement plans
Welfare plans
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