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Sponsor portfolio

THE APPOINTMENT GROUP, LLC

EIN 26-2968656-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$1.3M premiums
Participants
282
10940 WILSHIRE BLVD., SUITE 1000 - LOS ANGELES, CA 90024424-248-2647appointmentpros.netLinkedIn1-10 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$3.8M - 152 part#501Fully Insured-$1.3M - 166 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$3K
  • Other$3K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • CALIFORNIA PHYSICIANS SERVICE100%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $83K1 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

THE APPOINTMENT GROUP, LLC 401(K) PLAN

401k

Assets$3.8M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE APPOINTMENT GROUP LLC

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.3M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE APPOINTMENT GROUP, LLC 401(K) PLAN401k$3.8M1522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE APPOINTMENT GROUP LLCFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.3M1662025
Retirement plans
Welfare plans
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