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Sponsor portfolio

APPDIRECT, INC.

EIN 27-0610966-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$5.8M premiums
Participants
979
447 SUTTER STREET, SUITE 405,, PMB 1116 - SAN FRANCISCO, CA 94108888-315-5301appdirect.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$30.3M - 612 part#501Fully Insured-$5.8M - 626 lives

Benefits portfolio analytics

1 plan / $5.8M premiums / 626 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Prescription drug$5.1M
  • Other$739K
  • Life$734K
  • Dental$678K
  • Vision$678K
  • +2 more
Total $5.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $5.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $380K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

APPDIRECT 401(K) PLAN

401k

Assets$30.3M
Participants612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPDIRECT WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$5.8M
Covered lives626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPDIRECT 401(K) PLAN401k$30.3M6122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPDIRECT WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$5.8M6262024
Retirement plans
Welfare plans
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