PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. APPLETON CAMPBELL, INC.
Sponsor portfolio

APPLETON CAMPBELL, INC.

EIN 54-1451519-consumer services-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$738K premiums
Participants
205
285 ALWINGTON BLVD. - WARRENTON, VA 20186540-347-0765appletoncampbell.comLinkedIn11-50 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$2.5M - 116 part#501Fully Insured-$738K - 151 lives

Benefits portfolio analytics

1 plan / $738K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$663K
  • Dental$64K
  • Vision$11K
Total $738K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • INNOVATION HEALTH90%
  • DELTA DENTAL OF CALIFORNIA9%
  • STRYDEN, INC.2%
Total $738K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MALONEY & WARD INSURANCE100%
Total $4K1 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

APPLETON CAMPBELL, INC. 401(K) PLAN

401k

Assets$2.5M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPLETON CAMPBELL INC.

Fully Insured - INNOVATION HEALTH

Premiums$738K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPLETON CAMPBELL, INC. 401(K) PLAN401k$2.5M1162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPLETON CAMPBELL INC.Fully InsuredINNOVATION HEALTH$738K1512025
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