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Sponsor portfolio

ADVANCED PROCESS TECHNOLOGIES, INC.

EIN 42-1497050-consumer goods-Latest filing 2024
Plans
5
Retirement
2
$82.1M assets
Welfare
3
$144K premiums
Participants
663
150 SWENDRA BOULEVARD - COKATO, MN 55321320-286-5060apt-inc.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
5 filings
#002ESOP-$63.8M - 127 part#001401k-$18.2M - 182 part#503Fully Insured-$94K - 259 lives#501Fully Insured-$50K - 149 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $82.1M assets / 309 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN AND TRUST (#002)78%
  • PROFIT SHARING PLAN (#001)22%
Total $82.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • (Not disclosed)78%
  • JOHN HANCOCK LIFE INSURANCE COMPANY22%
Total $82.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)182
  • PLAN AND TRUST (#002)127
Total 309Click row to drill in

Benefits portfolio analytics

3 plans / $144K premiums / 408 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$94K
  • Life$50K
  • Short-term disability$50K
  • Other$50K
Total $144K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • HEALTHPARTNERS INSURANCE COMPANY65%
  • SUN LIFE ASSURANCE COMPANY OF CANADA35%
Total $144K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $11K1 slice

Plan deep-dives

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

ADVANCED PROCESS TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$63.8M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADVANCED PROCESS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$18.2M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ADVANCED PROCESS TECHNOLOGIES INC DENTAL PLAN

Fully Insured - HEALTHPARTNERS, INC.

Premiums$94K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ADVANCED PROCESS TECHNOLOGIES INC LIFE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$50K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ADVANCED PROCESS TECHNOLOGIES INC MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADVANCED PROCESS TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$63.8M1272024
001ADVANCED PROCESS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN401k$18.2M1822024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ADVANCED PROCESS TECHNOLOGIES INC DENTAL PLANFully InsuredHEALTHPARTNERS, INC.$94K2592024
501ADVANCED PROCESS TECHNOLOGIES INC LIFE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$50K1492024
502ADVANCED PROCESS TECHNOLOGIES INC MEDICAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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