Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.6M
- Life$3.8M
- Long-term disability$3.8M
- Dental$2.6M
- Vision$253K
- Health$83K
- +1 more
Sponsor portfolioTH
APPLIED INDUSTRIAL TECHNOLOGIES
EIN 34-0117420wholesaleLatest filing 2025
Plans
2
Retirement
1
$862.3M assets
Welfare
1
$7.5M premiums
Participants
11,205
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.5M premiums / 13,030 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA51%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY45%
- VISION SERVICE PLAN3%
- KAISER FOUNDATION HEALTH PLAN INC1%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
93%top
- DIGITAL INSURANCE LLC93%
- ENROLLEASE7%
- THE AGURS GROUP INC.0%
- JOHN F MURPHY AND OTHER AGENTS0%
- HEARTLAND BENEFITS GROUP LLC0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN
ESOP
Assets$862.3M
Participants5,948
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
APPLIED INDUSTRIAL TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$7.5M
Covered lives13,030
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | ESOP | $862.3M | 5,948 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7.5M | 13,030 | 2025 |
Retirement plans
Welfare plans