Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.0M
- Prescription drug$5.0M
- Dental$3.7M
- Life$347K
- Short-term disability$347K
- Long-term disability$347K
- +2 more
Sponsor portfolio
APERCEN PARTNERS LLC
EIN 26-2246506accountingLatest filing 2025
Plans
2
Retirement
1
$35.8M assets
Welfare
1
$5.4M premiums
Participants
811
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.4M premiums / 341 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- ANTHEM LIFE INSURANCE COMPANY68%
- KAISER FOUNDATION HEALTH PLAN INC24%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
- ENROLLEASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APERCEN PARTNERS 401K PLAN
401k
Assets$35.8M
Participants467
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APERCEN PARTNERS LLC WRAP PLAN
Fully Insured - ANTHEM BLUE CROSS OF CALIFORNIA
Premiums$5.4M
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APERCEN PARTNERS 401K PLAN | 401k | $35.8M | 467 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans