Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
APTURA GROUP, INC.
EIN 87-0850201constructionLatest filing 2025
Plans
3
Retirement
2
$51.8M assets
Welfare
1
$489K premiums
Participants
1,190
9190 CORPORATION DRIVE, SUITE 101 - INDIANAPOLIS, IN 46256317-558-5700apturagroup.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $51.8M assets / 758 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $489K premiums / 427 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$489K
- Vision$489K
- Life$489K
- Short-term disability$489K
- Long-term disability$489K
- Other$489K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
72%top
- AMERICAN HEALTHCARE GROUP, INC.72%
- LOCASCIO HADDEN & DENNIS LLC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APTURA EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$39.0M
Participants404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
APTURA GROUP INC., 401(K) PLAN
401k
Assets$12.9M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APTURA GROUP, INC.
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$489K
Covered lives427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APTURA EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $39.0M | 404 | 2024 | |
| 002 | APTURA GROUP INC., 401(K) PLAN | 401k | $12.9M | 354 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APTURA GROUP, INC. | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $489K | 427 | 2025 |
Retirement plans
Welfare plans