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Sponsor portfolio

APLIX, INC.

EIN 13-2967101-Latest filing 2025
Plans
2
Retirement
1
$27.1M assets
Welfare
1
$3.6M premiums
Participants
623
P.O. BOX 7505 - CHARLOTTE, NC 28241704-588-1920
Plans on this EIN
2 filings
#002401k-$27.1M - 351 part#501Fully Insured-$3.6M - 437 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.6M
  • Vision$3.6M
  • Health$3.2M
  • Life$439K
  • Short-term disability$439K
  • Long-term disability$439K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • STRATEGIC NON-MEDICAL SOLUTION69%
  • BROWN & BROWN INSURANCE SERVICES31%
Total $32K2 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

APLIX, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$27.1M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFIT PLAN OF APLIX, INC.

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002APLIX, INC. 401(K) RETIREMENT SAVINGS PLAN401k$27.1M3512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLAN OF APLIX, INC.Fully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.6M4372025
Retirement plans
Welfare plans
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