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Sponsor portfolio

APPVION, LLC

EIN 87-3735970-paper & forest products-Latest filing 2024
Plans
2
Retirement
1
$76.3M assets
Welfare
1
$788K premiums
Participants
502
PO BOX 359 - APPLETON, WI 549120359920-991-8466appvion.comLinkedIn201-500 employeespaper & forest products
Plans on this EIN
2 filings
#001401k-$76.3M - 502 part#590Mixed-$788K - 315 lives

Benefits portfolio analytics

1 plan / $788K premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$562K
  • Life$202K
  • Long-term disability$202K
  • Other$202K
  • Vision$24K
Total $788K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • HORIZON HEALTHCARE SERVICES, INC.71%
  • RELIASTAR LIFE INSURANCE COMPANY26%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $788K3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • USI INSURANCE SERVICES LLC56%
  • SAVOY ASSOCIATES44%
Total $74K2 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

APPVION, LLC RETIREMENT SAVINGS PLAN

401k

Assets$76.3M
Participants502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#590

APPVION, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - HORIZON HEALTHCARE SERVICES, INC.

Premiums$788K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPVION, LLC RETIREMENT SAVINGS PLAN401k$76.3M5022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
590APPVION, LLC HEALTH AND WELFARE BENEFIT PLANMixedHORIZON HEALTHCARE SERVICES, INC.$788K3152024
Retirement plans
Welfare plans
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