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Sponsor portfolioWelfare / HealthEIN 35-2238395
APPEN AI INC.
4040 LAKE WASHINGTON BLVD NE · KIRKLAND, WA 98033
6462241146
- Plans filed
- 3
- Years active
- 2019–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
322
No prior year
Total participants
164
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$1.9M
APPEN AI INC GROUP WELFARE PLAN
Fully insured145 covered·3 carriers
Primary: PREMERA BLUE CROSS
Plan #502$100K
APPEN AI INC. GROUP WELFARE PLAN
Mixed96 covered·2 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$27K
APPEN AI INC GROUP WELFARE PLAN
Fully insured81 covered·1 carrier
Primary: VISION SERVICE PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.9M | 83.4% | |
| Other | $108K | 4.9% | |
| Life | $78K | 3.5% | |
| Short-term disability | $78K | 3.5% | |
| Long-term disability | $78K | 3.5% | |
| Vision | $27K | 1.2% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910499247 | H | $1.8M | 88.7% | 1 | 1 | 141 |
EIN 941340523 | H | $91K | 4.6% | 1 | 1 | 7 |
EIN 350472300 | LSTDLTDOth | $88K | 4.4% | 1 | 2 | 96 |
EIN 237089668 | V | $27K | 1.4% | 1 | 1 | 81 |
EIN 250687550 | Oth | $12K | 0.6% | 1 | 1 | 96 |
EIN 465747423 | Oth | $8K | 0.4% | 1 | 1 | 145 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | VISION SERVICE PLAN, NATIONAL UNION FIRE INS. CO. OF PITTSBURGH PA, LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, PREMERA BLUE CROSS | $153K | $16K | $169K | 100.0% | 3 |
History & trajectory
7 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