Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Dental$2.3M
- Prescription drug$1.4M
- Other$198K
- Life$102K
- Long-term disability$66K
- +2 more
Sponsor portfolio
APERTO PROPERTY MANAGEMENT, INC.
EIN 82-1897113real estateLatest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$4.1M premiums
Participants
970
2 VENTURE, SUITE 525 - IRVINE, CA 92618949-873-0160apertoliving.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 610 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- BLUE CROSS OF CALIFORNIA57%
- KAISER FOUNDATION HEALTH PLAN INC35%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
76%top
- CMR RISK & INSURANCE SERVICES, INC.76%
- AMWINS24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APERTO PROPERTY MANAGEMENT, INC. 401K PLAN
401k
Assets$7.6M
Participants487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APERTO PROPERTY MANAGEMENT, INC HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$4.1M
Covered lives610
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APERTO PROPERTY MANAGEMENT, INC. 401K PLAN | 401k | $7.6M | 487 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APERTO PROPERTY MANAGEMENT, INC HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $4.1M | 610 | 2025 |
Retirement plans
Welfare plans