Assets by plan
Share of aggregate retirement assets
Filings through .
Aptara, Inc.
EIN 54-1596745e-learningLatest filing 2025
Plans
3
Retirement
2
$18.2M assets
Health & Benefits
1
$244K premiums
Participants
421
4501 DALY DRIVE, SUITE 312 - CHANTILLY, VA 20151703-352-0001aptaracorp.comLinkedIn5001-10000 employeese-learning
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $18.2M assets / 269 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $244K premiums / 152 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$133K
- Short-term disability$133K
- Long-term disability$133K
- Other$133K
- Dental$111K
- Vision$111K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
APTARA, INC. 401(K) PLAN
401(k)
Assets$16.0M
Participants212
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BI-COMP, INC. PENSION PLAN
Traditional DB
Assets$2.2M
Participants57
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
APTARA, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$244K
Covered lives152
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | APTARA, INC. 401(K) PLAN | 401(k) | $16.0M | 212 | 2025 |
| #002 | BI-COMP, INC. PENSION PLAN | Traditional DB | $2.2M | 57 | 2025 |
- APTARA, INC. 401(K) PLAN$16.0M#001 · 401(k) · 2025212
- #002 · Traditional DB · 202557
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | APTARA, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $244K | 152 | 2025 |
- #501 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025152
Retirement plans
Health & Benefits plans