Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$212K
- Other$114K
- Life$88K
- Short-term disability$44K
- Long-term disability$43K
- Vision$26K
Sponsor portfolio
APPLIED ENTERPRISE MANAGEMENT CORPORATION
EIN 77-0113181Latest filing 2025
Plans
2
Retirement
1
$117.6M assets
Welfare
1
$438K premiums
Participants
642
P.O. BOX 1263 - CAMARILLO, CA 930111263805-484-1909
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $438K premiums / 226 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY52%
- UNITED CONCORDIA INSURANCE COMPANY48%
Broker market share
Schedule A broker compensation
100%top
- PATRIOT GROWTH INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AEM RETIREMENT PLAN
401k
Assets$117.6M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AEM CORPORATION WELFARE BENEFIT PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$438K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AEM RETIREMENT PLAN | 401k | $117.6M | 409 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AEM CORPORATION WELFARE BENEFIT PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $438K | 226 | 2025 |
Retirement plans
Welfare plans