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Sponsor portfolio

APPLEWOOD CENTERS, INC.

EIN 34-0714571-mental health care-Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$2.3M premiums
Participants
450
22001 FAIRMOUNT BLVD. - SHAKER HEIGHTS, OH 44118216-932-2800applewoodcenters.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001403b-$4.4M - 291 part#502Fully Insured-$2.3M - 235 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.3M
  • Vision$2.3M
  • Health$2.2M
  • Other$140K
  • Life$127K
  • Long-term disability$127K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • ANTHEM LIFE INSURANCE COMPANY94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • AFLAC1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ENROLLEASE71%
  • THE JAMES B OSWALD COMPANY20%
  • ERC SERVICES INC7%
  • DANIEL R BRYANT1%
  • DIGITAL INSURANCE LLC1%
  • +3 more
Total $106K8 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

APPLEWOOD CENTERS, INC. TAX DEFERRED SAVINGS PLAN

403b

Assets$4.4M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

APPLEWOOD CENTERS INC. BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$2.3M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPLEWOOD CENTERS, INC. TAX DEFERRED SAVINGS PLAN403b$4.4M2912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502APPLEWOOD CENTERS INC. BENEFITS PLANFully InsuredANTHEM BLUE CROSS$2.3M2352025
Retirement plans
Welfare plans
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