Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Other$43K
- Short-term disability$28K
- Life$21K
- Long-term disability$19K
- Vision$10K
Sponsor portfolio
APPRIO, INC.
EIN 52-2113647Latest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$1.2M premiums
Participants
414
2201 WISCONSIN AVE NW, SUITE 245 - WASHINGTON, DC 20007202-863-9281
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 395 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITED HEALTHCARE INSURANCE COMPANY92%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, 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
APPRIO, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$10.1M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APPRIO, INC. WELFARE BENEFIT PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APPRIO, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $10.1M | 262 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APPRIO, INC. WELFARE BENEFIT PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $1.2M | 395 | 2025 |
Retirement plans
Welfare plans