Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$2.2M
- Other$2.1M
- Long-term disability$664K
- Vision$639K
- Stop-loss$414K
- Life$320K
Sponsor portfolioTH
APELLA HEALTH MANAGEMENT
EIN 81-4193950non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$167.6M assets
Welfare
1
$6.2M premiums
Participants
12,375
700 NORTH PINE STREET - SPARTANBURG, SC 29303864-560-6000LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.2M premiums / 6,431 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA64%
- SUN LIFE ASSURANCE COMPANY OF CANADA19%
- EYEMED VISION CARE10%
- PALMETTO HEALTHCARE7%
Broker market share
Schedule A broker compensation
61%top
- SUMMIT GROUP OF VIRGINIA61%
- GCG FINANCIAL LLC23%
- AON CONSULTING INC8%
- KMC BENEFITS, INC.8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APELLA HEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN
401k
Assets$167.6M
Participants8,020
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APELLA HEALTH MANAGEMENT, INC. WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$6.2M
Covered lives6,431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APELLA HEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN | 401k | $167.6M | 8,020 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APELLA HEALTH MANAGEMENT, INC. WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6.2M | 6,431 | 2025 |
Retirement plans
Welfare plans