Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Life$43K
- Vision$31K
- Long-term disability$30K
- Short-term disability$28K
- Other$25K
Sponsor portfolio
APPEN AI INC
EIN 35-2238395Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
1
$18.7M assets
Welfare
3
$2.3M premiums
Participants
1,023
12131 113TH AVE, N.E., SUITE 100 - KIRKLAND, WA 98034866-673-6996appenusa.comLinkedIn501-1000 employees
Benefits portfolio analytics
3 plans / $2.3M premiums / 531 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNITED HEALTHCARE INSURANCE COMPANY85%
- KAISER FOUNDATION HEALTH PLAN INC8%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APPEN AI INC RETIREMENT PLAN
401k
Assets$18.7M
Participants444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APPEN AI INC GROUP WELFARE PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
APPEN AI INC. GROUP WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$125K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
APPEN AI INC GROUP WELFARE PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$31K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APPEN AI INC RETIREMENT PLAN | 401k | $18.7M | 444 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APPEN AI INC GROUP WELFARE PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $2.2M | 262 | 2024 | |
| 502 | APPEN AI INC. GROUP WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $125K | 142 | 2024 | |
| 503 | APPEN AI INC GROUP WELFARE PLAN | Fully Insured | VISION SERVICE PLAN | $31K | 127 | 2024 |
Retirement plans
Welfare plans