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Sponsor portfolio

APTIVE RESOURCES, LLC

EIN 26-3600633-management consulting-Latest filing 2025
Plans
2
Retirement
1
$22.2M assets
Welfare
1
$3.4M premiums
Participants
867
110 NORTH ROYAL STREET, #400 - ALEXANDRIA, VA 22314703-829-0961aptiveresources.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#002401k-$22.2M - 620 part#501Fully Insured-$3.4M - 247 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Dental$135K
  • Short-term disability$98K
  • Long-term disability$68K
  • Other$59K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
Total $3.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • THE BALDWIN GROUP WEST LLC87%
  • GIS BENEFITS INC13%
Total $214K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

APTIVE RESOURCES 401(K)

401k

Assets$22.2M
Participants620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APTIVE RESOURCES, LLC WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$3.4M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002APTIVE RESOURCES 401(K)401k$22.2M6202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APTIVE RESOURCES, LLC WELFARE BENEFIT PLANFully InsuredCAREFIRST BLUECHOICE, INC.$3.4M2472025
Retirement plans
Welfare plans
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