Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.1M
- Prescription drug$5.1M
- Dental$4.0M
- Life$357K
- Short-term disability$357K
- Long-term disability$357K
- +2 more
Filings through .
Apercen Partners LLC
EIN 26-2246506accountingLatest filing 2025
Plans
2
Retirement
1
$47.4M assets
Health & Benefits
1
$5.4M premiums
Participants
828
314 LYTTON AVENUE, SUITE 200 - PALO ALTO, CA 94301650-804-7100apercen.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $5.4M premiums / 341 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
APERCEN PARTNERS 401K PLAN
401(k)
Assets$47.4M
Participants484
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
APERCEN PARTNERS LLC WRAP PLAN
Fully insured - ANTHEM BLUE CROSS OF CALIFORNIA
Premiums$5.4M
Covered lives341
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | APERCEN PARTNERS 401K PLAN | 401(k) | $47.4M | 484 | 2025 |
- #001 · 401(k) · 2025484
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | APERCEN PARTNERS LLC WRAP PLAN | Fully insured | ANTHEM BLUE CROSS OF CALIFORNIA | $5.4M | 341 | 2025 |
- #501 · Fully insured · ANTHEM BLUE CROSS OF CALIFORNIA · 2025341
Retirement plans
Health & Benefits plans