Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$23.1M
- Health$22.9M
- Dental$831K
- Short-term disability$124K
- Vision$96K
- Long-term disability$83K
- +1 more
Sponsor portfolio
APPLIED UNDERWRITERS, INC.
EIN 94-3252393insuranceLatest filing 2025
Plans
2
Retirement
1
$94.0M assets
Welfare
1
$24.2M premiums
Participants
1,806
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $24.2M premiums / 1,449 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- ANTHEM LIFE INSURANCE COMPANY95%
- DELTA DENTAL OF CALIFORNIA3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
- HEFFERNAN INSURANCE BROKERS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
APPLIED UNDERWRITERS INC. RETIREMENT SAVING PLAN
401k
Assets$94.0M
Participants1,158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
APPLIED UNDERWRITERS INC SALARY REDUCTION PLAN
Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
Premiums$24.2M
Covered lives1,449
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | APPLIED UNDERWRITERS INC. RETIREMENT SAVING PLAN | 401k | $94.0M | 1,158 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | APPLIED UNDERWRITERS INC SALARY REDUCTION PLAN | Fully Insured | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $24.2M | 1,449 | 2025 |
Retirement plans
Welfare plans