PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. APTIVE ENVIRONMENTAL
Sponsor portfolio

APTIVE ENVIRONMENTAL

EIN 47-5551416-consumer services-Latest filing 2025
Plans
2
Retirement
1
$14.4M assets
Welfare
1
$13.3M premiums
Participants
6,202
5132 N 300 W, SUITE 150 - PROVO, UT 846045819801-562-2847summersales.orgLinkedIn1-10 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$14.4M - 4,293 part#501Fully Insured-$13.3M - 2,374 lives

Benefits portfolio analytics

1 plan / $13.3M premiums / 2,374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.9M
  • Prescription drug$11.9M
  • Other$1.5M
  • Dental$982K
  • Vision$982K
  • Life$472K
  • +1 more
Total $13.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $13.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • IMA, INC.83%
  • WWW INSURANCE, LLC10%
  • DIVERSIFIED INSURANCE GROUP7%
  • WATCHTOWER BENEFITS, LLC0%
Total $257K4 slices

Plan deep-dives

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

APTIVE ENVIRONMENTAL 401(K) PLAN

401k

Assets$14.4M
Participants4,293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APTIVE ENVIRONMENTAL, LLC HEALTH AND WELFARE PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF UTAH

Premiums$13.3M
Covered lives2,374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APTIVE ENVIRONMENTAL 401(K) PLAN401k$14.4M4,2932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APTIVE ENVIRONMENTAL, LLC HEALTH AND WELFARE PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF UTAH$13.3M2,3742025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica