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Sponsor portfolio

APELLIS PHARMACEUTICALS, INC.

EIN 27-1537290-biotechnology-Latest filing 2025
Plans
2
Retirement
1
$88.0M assets
Welfare
1
$2.1M premiums
Participants
1,492
100 5TH AVENUE - WALTHAM, MA 02451617-977-5700apellis.comLinkedIn501-1000 employeesbiotechnology
Plans on this EIN
2 filings
#001401k-$88.0M - 805 part#501Fully Insured-$2.1M - 1,908 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,908 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$966K
  • Long-term disability$966K
  • Dental$860K
  • Vision$108K
  • Health$65K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HARTFORD LIFE AND ACCIDENT47%
  • DELTA DENTAL OF CALIFORNIA41%
  • VISION SERVICE PLAN5%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • INDIGO INSURANCE SERVICES54%
  • LOCKTON COMPANIES, LLC44%
  • IMA, INC.3%
  • PAUL ROONEY-1%
Total $125K4 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

APELLIS PHARMACEUTICALS, INC. 401(K) PLAN

401k

Assets$88.0M
Participants805
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APELLIS PHARMACEUTICALS, INC. EMPLOYEE BENEFIT PLANS

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$2.1M
Covered lives1,908
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APELLIS PHARMACEUTICALS, INC. 401(K) PLAN401k$88.0M8052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APELLIS PHARMACEUTICALS, INC. EMPLOYEE BENEFIT PLANSFully InsuredHARTFORD LIFE AND ACCIDENT$2.1M1,9082025
Retirement plans
Welfare plans
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