Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
APTARA, INC
EIN 54-1596745e-learningLatest filing 2025
Plans
3
Retirement
2
$15.3M assets
Welfare
1
$244K premiums
Participants
417
4501 DALY DRIVE, SUITE 312 - CHANTILLY, VA 20151703-352-0001aptaracorp.comLinkedIn5001-10000 employeese-learning
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $15.3M assets / 265 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $244K premiums / 152 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
55%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY45%
Broker market share
Schedule A broker compensation
68%top
- KELLY & ASSOCIATES INSURANCE GROUP68%
- USI INSURANCE SERVICES LLC32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APTARA, INC. 401(K) PLAN
401k
Assets$13.2M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BI-COMP, INC. PENSION PLAN
TraditionalDB
Assets$2.2M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APTARA, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$244K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APTARA, INC. 401(K) PLAN | 401k | $13.2M | 208 | 2024 | |
| 002 | BI-COMP, INC. PENSION PLAN | TraditionalDB | $2.2M | 57 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans