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Sponsor portfolio

APPTEGY, INC.

EIN 82-1382684-education management-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$2.3M premiums
Participants
647
2201 BROOKWOOD DR, STE. 115 - LITTLE ROCK, AR 72202501-791-9796apptegy.comLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001401k-$9.3M - 405 part#501Fully Insured-$2.3M - 491 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$178K
  • Vision$178K
  • Life$56K
  • Long-term disability$56K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • AMERITAS LIFE INSURANCE CORP.8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • DIGITAL INSURANCE LLC88%
  • CENTRO BENEFITS RESEARCH LLC12%
Total $108K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

APPTEGY, INC. 401(K) PLAN

401k

Assets$9.3M
Participants405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPTEGY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - ARKANSAS BLUE CROSS AND BLUE SHIELD

Premiums$2.3M
Covered lives491
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPTEGY, INC. 401(K) PLAN401k$9.3M4052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPTEGY HEALTH AND WELFARE BENEFIT PLANFully InsuredARKANSAS BLUE CROSS AND BLUE SHIELD$2.3M4912025
Retirement plans
Welfare plans
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