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Sponsor portfolioWelfare / HealthEIN 26-2246506

APERCEN PARTNERS LLC

314 LYTTON AVENUE · PALO ALTO, CA 94301
6508047100
Plans filed
1
Years active
2018–2026
Industry
NAICS 54
Latest filing
2026
Total premiums (latest)
$5.6M
No prior year
Persons covered
325
No prior year
Total participants
328
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.6M
APERCEN PARTNERS LLC WRAP PLAN
Fully insured325 covered·4 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.1M32.4%
Prescription drug$5.1M32.4%
Dental$4.0M25.5%
Life$357K2.3%
Short-term disability$357K2.3%
Long-term disability$357K2.3%
Other$357K2.3%
Vision$95K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRxD
$4.0M72.2%11325
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.1M19.7%12152
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$357K6.4%11213
VISION SERVICE PLAN
EIN 941632821
V
$95K1.7%11304

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSREDWOOD CITY, CAKAISER PERMANENTE, VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS OF CALIFORNIA$299K$7K$307K100.0%1

History & trajectory

9 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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