Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Dental$3.8M
- Prescription drug$3.8M
- Other$210K
- Life$208K
- Long-term disability$208K
- +1 more
Sponsor portfolio
APPLE TREE PARTNER PORTFOLIO COMPANIES
EIN 85-3368493biotechnologyLatest filing 2025
Plans
2
Retirement
1
$904K assets
Welfare
1
$4.0M premiums
Participants
240
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 305 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- EYEMED VISION CARE1%
- CURALINC HEALTHCARE0%
Broker market share
Schedule A broker compensation
89%top
- ABD INS. AND FINANCIAL SVCS., INC.89%
- NATIONAL ENROLLMENT PARTNERS LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEREID THERAPEUTICS INC. 401(K) PLAN
401k
Assets$904K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APPLE TREE PARTNERS PORTFOLIO COMPANIES HEALTH & WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$4.0M
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEREID THERAPEUTICS INC. 401(K) PLAN | 401k | $904K | 20 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APPLE TREE PARTNERS PORTFOLIO COMPANIES HEALTH & WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $4.0M | 305 | 2025 |
Retirement plans
Welfare plans