PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. APPRIO, 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 52-2113647

APPRIO, INC.

2201 WISCONSIN AVE NW · WASHINGTON, DC 20007
2028639281
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
395
No prior year
Total participants
152
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
APPRIO, INC. WELFARE BENEFIT PLAN
Mixed395 covered·3 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M90.2%
Other$43K3.5%
Short-term disability$28K2.3%
Life$21K1.7%
Long-term disability$19K1.5%
Vision$10K0.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$1.1M91.8%11395
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$90K7.4%14148
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$10K0.8%11173

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AP BENEFIT ADVISORS, LLCHUNT VALLEY, MDTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY$15K$47K$62K100.0%1

History & trajectory

10 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