Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A-P-T RESEARCH, INC.
EIN 63-1026951Latest filing 2025
Plans
3
Retirement
2
$56.1M assets
Welfare
1
$252K premiums
Participants
580
4950 RESEARCH DRIVE NORTHWEST - HUNTSVILLE, AL 35805256-327-4011
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $56.1M assets / 467 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $252K premiums / 116 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$98K
- Life$84K
- Dental$78K
- Long-term disability$38K
- Short-term disability$21K
- Vision$17K
Carrier market share
Premium dollars by Schedule A carrier
62%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY62%
- DELTA DENTAL OF CALIFORNIA31%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
88%top
- VALENT GROUP88%
- JAMES R NELLIGAN & ASSOCIATES LLC10%
- IMA, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
A-P-T RESEARCH, INC. 401(K) PLAN
401k
Assets$33.1M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
APT EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$23.0M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
A-P-T RESEARCH, INC. EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL INSURANCE COMPANY
Premiums$252K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | A-P-T RESEARCH, INC. 401(K) PLAN | 401k | $33.1M | 245 | 2024 | |
| 002 | APT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $23.0M | 222 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | A-P-T RESEARCH, INC. EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL INSURANCE COMPANY | $252K | 116 | 2025 |
Retirement plans
Welfare plans