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APWU-HEALTH PLAN

EIN 52-0940594-insurance-Latest filing 2025
Plans
5
Retirement
4
$133.8M assets
Welfare
1
$7.3M premiums
Participants
1,210
6514 MEADOWRIDGE RD - ELKRIDGE, MD 21075410-424-1524LinkedIn201-500 employeesinsurance
Plans on this EIN
5 filings
#001TraditionalDB-$67.1M - 406 part#002TraditionalDB-$27.3M - 170 part#003401k-$25.9M - 121 part#004401k-$13.5M - 162 part#504Fully Insured-$7.3M - 586 lives

Retirement portfolio analytics

4 plans aggregated / $133.8M assets / 859 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN EMPLOYEE PENSION (#001)50%
  • MANAGEMENT STAFF PENSION (#002)20%
  • DEFINED CONTRIBUTION PLAN (#003)19%
  • DEFINED CONTRIBUTION PLAN (#004)10%
Total $133.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN EMPLOYEE PENSION (#001)406
  • MANAGEMENT STAFF PENSION (#002)170
  • DEFINED CONTRIBUTION PLAN (#004)162
  • DEFINED CONTRIBUTION PLAN (#003)121
Total 859Click row to drill in

Benefits portfolio analytics

1 plan / $7.3M premiums / 586 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.1M
  • Dental$7.1M
  • Vision$7.1M
  • Life$132K
  • Long-term disability$132K
  • Other$132K
Total $7.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • AETNA LIFE INSURANCE COMPANY98%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $7.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BOSTON INSURANCE100%
Total $21K1 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

AMERICAN POSTAL WORKERS UNION HEALTH PLAN EMPLOYEE PENSION PLAN

TraditionalDB

Assets$67.1M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN POSTAL WORKERS UNION HEALTH PLAN MANAGEMENT STAFF PENSION PLAN

TraditionalDB

Assets$27.3M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

APWU-HP DEFINED CONTRIBUTION PLAN

401k

Assets$25.9M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN

401k

Assets$13.5M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HEALTH INSURANCE OF THE AMERICAN POSTAL WORKERS, AFL-CIO HEALTH PLAN HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO

Premiums$7.3M
Covered lives586
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN POSTAL WORKERS UNION HEALTH PLAN EMPLOYEE PENSION PLANTraditionalDB$67.1M4062024
002AMERICAN POSTAL WORKERS UNION HEALTH PLAN MANAGEMENT STAFF PENSION PLANTraditionalDB$27.3M1702024
003APWU-HP DEFINED CONTRIBUTION PLAN401k$25.9M1212025
004APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN401k$13.5M1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HEALTH INSURANCE OF THE AMERICAN POSTAL WORKERS, AFL-CIO HEALTH PLAN HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO$7.3M5862024
Retirement plans
Welfare plans
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