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Sponsor portfolioWelfare / HealthEIN 13-0822710

APPLE BANK FOR SAVINGS

122 EAST 42ND STREET · NEW YORK, NY 10168
2122246400
Plans filed
5
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
5,208
No prior year
Total participants
5,227
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #505$1.2M
APPLE BANK FOR SAVINGS GROUP LONG TERM DISABILITY PLAN
Fully insured1,333 covered·1 carrier
Primary: FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #506$909K
APPLE BANK FOR SAVINGS GROUP DENTAL PLAN
Fully insured1,761 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Plan #507$85K
APPLE BANK FOR SAVINGS GROUP VISION PLAN
Fully insured776 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #502$6K
APPLE BANK FOR SAVINGS GROUP TRAVEL ACCIDENT PLAN
Fully insured1,338 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY
Plan #503$0
APPLE BANK FOR SAVINGS MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$909K30.9%
Life$891K30.3%
Other$786K26.8%
Long-term disability$268K9.1%
Vision$85K2.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 133176850
LLTDOth
$1.2M54.4%141,333
AETNA LIFE INSURANCE COMPANY
EIN 066033492
D
$909K41.4%111,761
VISION SERVICE PLAN
EIN 222777159
V
$85K3.9%11776
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$6K0.3%111,338

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERNEW YORK, NYFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY, FEDERAL INSURANCE COMPANY, AETNA LIFE INSURANCE CO., VISION SERVICE PLAN$109K$6K$115K99.5%4
MMG AGENCY INC.STATEN ISLAND, NYFEDERAL INSURANCE COMPANY$564$0$5640.5%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
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