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Sponsor portfolioTH

APPLE BANK

EIN 13-0822710-financial services-Latest filing 2025
Plans
7
Retirement
2
$231.2M assets
Welfare
5
$2.2M premiums
Participants
7,558
122 EAST 42ND STREET - NEW YORK, NY 10168212-244-6400applebank.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
7 filings
#002401k-$171.0M - 1,661 part#001CashBalance-$60.2M - 670 part#505Fully Insured-$1.2M - 1,333 lives#506Fully Insured-$909K - 1,761 lives#507Fully Insured-$85K - 776 lives#502Fully Insured-$6K - 1,338 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $231.2M assets / 2,331 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • FOR SAVINGS 401(K) (#002)74%
  • BANK FOR SAVINGS (#001)26%
Total $231.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • THE VANGUARD GROUP, INC.74%
  • (Not disclosed)26%
Total $231.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR SAVINGS 401(K) (#002)1,661
  • BANK FOR SAVINGS (#001)670
Total 2,331Click row to drill in

Benefits portfolio analytics

5 plans / $2.2M premiums / 5,208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$909K
  • Life$891K
  • Other$786K
  • Long-term disability$268K
  • Vision$85K
Total $2.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY54%
  • AETNA LIFE INSURANCE COMPANY41%
  • VISION SERVICE PLAN4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
  • MMG AGENCY INC.0%
Total $115K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

APPLE BANK FOR SAVINGS 401(K) PLAN

401k

Assets$171.0M
Participants1,661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE RETIREMENT PLAN OF APPLE BANK FOR SAVINGS

CashBalance

Assets$60.2M
Participants670
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

APPLE BANK FOR SAVINGS GROUP LONG TERM DISABILITY PLAN

Fully Insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives1,333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

APPLE BANK FOR SAVINGS GROUP DENTAL PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$909K
Covered lives1,761
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

APPLE BANK FOR SAVINGS GROUP VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$85K
Covered lives776
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

APPLE BANK FOR SAVINGS GROUP TRAVEL ACCIDENT PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$6K
Covered lives1,338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

APPLE BANK FOR SAVINGS MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002APPLE BANK FOR SAVINGS 401(K) PLAN401k$171.0M1,6612024
001THE RETIREMENT PLAN OF APPLE BANK FOR SAVINGSCashBalance$60.2M6702025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
505APPLE BANK FOR SAVINGS GROUP LONG TERM DISABILITY PLANFully InsuredFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$1.2M1,3332025
506APPLE BANK FOR SAVINGS GROUP DENTAL PLANFully InsuredAETNA LIFE INSURANCE CO.$909K1,7612025
507APPLE BANK FOR SAVINGS GROUP VISION PLANFully InsuredVISION SERVICE PLAN$85K7762025
502APPLE BANK FOR SAVINGS GROUP TRAVEL ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$6K1,3382025
503APPLE BANK FOR SAVINGS MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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