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Sponsor portfolio

APPLE TREE DENTAL

EIN 36-3411437-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$17.4M assets
Welfare
2
$1.5M premiums
Participants
818
2201 26TH AVENUE N.W. - NEW BRIGHTON, MN 55112763-600-6832appletreedental.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$17.4M - 304 part#501Mixed-$1.4M - 184 lives#502Fully Insured-$76K - 425 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 609 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Other$223K
  • Life$147K
  • Short-term disability$147K
  • Long-term disability$147K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • KAVIRA HEALTH PARENTCO, INC.5%
  • EYEMED VISION CARE1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

APPLE TREE DENTAL 401(K) PLAN

401k

Assets$17.4M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPLE TREE DENTAL HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$1.4M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

APPLE TREE DENTAL HEALTH PLAN

Fully Insured - KAVIRA HEALTH LLC

Premiums$76K
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPLE TREE DENTAL 401(K) PLAN401k$17.4M3042025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPLE TREE DENTAL HEALTH AND WELFARE PLANMixedBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$1.4M1842025
502APPLE TREE DENTAL HEALTH PLANFully InsuredKAVIRA HEALTH LLC$76K4252025
Retirement plans
Welfare plans
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