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Sponsor portfolioTH

A P R CONSULTING, INC.

EIN 95-3542256-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$20.3M assets
Welfare
1
$1.5M premiums
Participants
1,793
1370 VALLEY VISTA DR STE 280 - DIAMOND BAR, CA 917653923909-396-5375
Plans on this EIN
3 filings
#003401k-$19.8M - 1,638 part#002401k-$538K - 24 part#501Fully Insured-$1.5M - 153 lives

Retirement portfolio analytics

2 plans aggregated / $20.3M assets / 1,662 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • R CONSULTING, INC. (#003)97%
  • PROFIT SHARING PLAN (#002)3%
Total $20.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • R CONSULTING, INC. (#003)1,638
  • PROFIT SHARING PLAN (#002)24
Total 1,662Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$919K
  • Vision$919K
  • Other$45K
  • Short-term disability$40K
  • Life$32K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNITEDHEALTHCARE INSURANCE COMPANY60%
  • KAISER FOUNDATION HEALTH PLAN INC31%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • EOI SERVICE COMPANY INC4%
Total $99K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF A P R CONSULTING, INC.

401k

Assets$19.8M
Participants1,638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

APR CONSULTING, INC. PROFIT SHARING PLAN

401k

Assets$538K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APR CONSULTING, INC. WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF A P R CONSULTING, INC.401k$19.8M1,6382024
002APR CONSULTING, INC. PROFIT SHARING PLAN401k$538K242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APR CONSULTING, INC. WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M1532025
Retirement plans
Welfare plans
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