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Sponsor portfolioTH

APT FOUNDATION INC.

EIN 23-7061218-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$2.5M premiums
Participants
738
1 LONG WHARF DRIVE, SUITE 321 - NEW HAVEN, CT 065115991203-781-4600aptfoundation.orgLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001403b-$19.6M - 455 part#502Fully Insured-$2.5M - 283 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Prescription drug$2.3M
  • Life$168K
  • Short-term disability$168K
  • Long-term disability$168K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY7%
  • EYEMED VISION CARE1%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $138K1 slice

Plan deep-dives

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

403(B) THRIFT PLAN OF APT FOUNDATION, INC.

403b

Assets$19.6M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

APT FOUNDATION, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN OF APT FOUNDATION, INC.403b$19.6M4552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502APT FOUNDATION, INC. EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.5M2832024
Retirement plans
Welfare plans
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