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  2. Gregory & Appel Inc.
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Filings through Oct 24, 2026.

Gregory & Appel Inc.

EIN 35-0353300-insurance-Latest filing 2025
Plans
2
Retirement
1
$47.7M assets
Health & Benefits
1
$164K premiums
Participants
325
433 NORTH CAPITOL AVENUE, SUITE 400 - INDIANAPOLIS, IN 46204317-352-3321gregoryappel.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#002401(k)-$47.7M - 214 part#503Mixed-$164K - 214 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $164K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$96K
  • Life$58K
  • Long-term disability$58K
  • Other$58K
  • Vision$11K
Total $164K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

EMPLOYEES PROFIT SHARING PLAN OF GREGORY & APPEL INC.

401(k)

Assets$47.7M
Participants214
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

GREGORY & APPEL INSURANCE BENEFIT PLAN

Mixed - DELTA DENTAL OF INDIANA

Premiums$164K
Covered lives214
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002EMPLOYEES PROFIT SHARING PLAN OF GREGORY & APPEL INC.401(k)$47.7M2142025
  • EMPLOYEES PROFIT SHARING PLAN OF GREGORY & APPEL INC.$47.7M
    #002 · 401(k) · 2025214

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503GREGORY & APPEL INSURANCE BENEFIT PLANMixedDELTA DENTAL OF INDIANA$164K2142025
  • GREGORY & APPEL INSURANCE BENEFIT PLAN$164K
    #503 · Mixed · DELTA DENTAL OF INDIANA · 2025214
Retirement plans
Health & Benefits plans

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