Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$131K
- Other$105K
- Life$99K
- Long-term disability$99K
- Vision$16K
Sponsor portfolio
GREGORY & APPEL INC.
EIN 35-0353300insuranceLatest filing 2024
Plans
2
Retirement
1
$49.7M assets
Welfare
1
$252K premiums
Participants
397
433 N CAPITOL AVE, SUITE 400 - INDIANAPOLIS, IN 46204317-352-3358gregoryappel.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $252K premiums / 296 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- DELTA DENTAL OF CALIFORNIA52%
- STANDARD INSURANCE COMPANY39%
- EYEMED VISION CARE6%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
100%top
- GREGORY & APPEL, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EMPLOYEES PROFIT SHARING PLAN OF GREGORY & APPEL INC.
401k
Assets$49.7M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
GREGORY & APPEL INSURANCE BENEFIT PLAN
Mixed - DELTA DENTAL OF INDIANA
Premiums$252K
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EMPLOYEES PROFIT SHARING PLAN OF GREGORY & APPEL INC. | 401k | $49.7M | 227 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | GREGORY & APPEL INSURANCE BENEFIT PLAN | Mixed | DELTA DENTAL OF INDIANA | $252K | 296 | 2024 |
Retirement plans
Welfare plans