PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BY APPOINTMENT ONLY, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 04-3462585

BY APPOINTMENT ONLY, INC.

300 APOLLO DRIVE · CHELMSFORD, MA 01824
9787637500
Plans filed
1
Years active
2016–2026
Industry
NAICS 56
Latest filing
2026
Total premiums (latest)
$1.0M
No prior year
Persons covered
131
No prior year
Total participants
93
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.0M
BY APPOINTMENT ONLY HEALTH & WELFARE PLAN
Fully insured131 covered·4 carriers
Primary: HARVARD PILGRIM HEALTH CARE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$904K43.5%
Prescription drug$904K43.5%
Dental$58K2.8%
Life$50K2.4%
Short-term disability$50K2.4%
Long-term disability$50K2.4%
Other$50K2.4%
Vision$8K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 043149694
HRx
$904K88.5%11104
DELTA DENTAL OF CALIFORNIA
EIN 046143185
D
$58K5.7%11131
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$50K4.9%1193
VISION SERVICE PLAN
EIN 061227840
V
$8K0.8%1148

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDWILMINGTON, MADELTA DENTAL OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA, HARVARD PILGRIM HEALTH CARE, VISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY$26K$8K$34K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica