Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$17.4M
- Dental$17.4M
- Prescription drug$17.4M
- Other$1.7M
- Life$1.5M
- Short-term disability$1.4M
- +2 more
Sponsor portfolio
APPFOLIO, INC.
EIN 26-0359894computer softwareLatest filing 2025
Plans
2
Retirement
1
$152.9M assets
Welfare
1
$19.3M premiums
Participants
3,788
70 CASTILIAN DRIVE - GOLETA, CA 93117805-364-6001appfolio.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $19.3M premiums / 3,092 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APPFOLIO, INC. 401(K) PLAN
401k
Assets$152.9M
Participants2,095
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
APPFOLIO, INC. HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$19.3M
Covered lives3,092
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APPFOLIO, INC. 401(K) PLAN | 401k | $152.9M | 2,095 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | APPFOLIO, INC. HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $19.3M | 3,092 | 2025 |
Retirement plans
Welfare plans