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Sponsor portfolio

APTEAN

EIN 35-1665080-computer software-Latest filing 2025
Plans
2
Retirement
1
$123.7M assets
Welfare
1
$1.5M premiums
Participants
1,988
4325 ALEXANDER DRIVE, SUITE 100 - ALPHARETTA, GA 30022678-259-8691aptean.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#002401k-$123.7M - 1,182 part#501Mixed-$1.5M - 1,345 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$756K
  • Dental$674K
  • Life$635K
  • Long-term disability$635K
  • Vision$73K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA42%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $125K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

APTEAN 401K PLAN

401k

Assets$123.7M
Participants1,182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APTEAN HEALTH & WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002APTEAN 401K PLAN401k$123.7M1,1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APTEAN HEALTH & WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.5M1,3452025
Retirement plans
Welfare plans
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