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Sponsor portfolioWelfare / HealthEIN 85-3368493
APPLE TREE PARTNER PORTFOLIO COMPANIES
451 D STREET · BOSTON, MA 02210
8603842879
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
305
No prior year
Total participants
220
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.8M | 31.5% | |
| Dental | $3.8M | 31.5% | |
| Prescription drug | $3.8M | 31.5% | |
| Other | $210K | 1.8% | |
| Life | $208K | 1.7% | |
| Long-term disability | $208K | 1.7% | |
| Vision | $30K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041045815 | HRxD | $3.8M | 94.0% | 1 | 1 | 303 |
EIN 381082080 | LLTDOth | $208K | 5.2% | 1 | 1 | 121 |
EIN 430949844 | V | $30K | 0.7% | 1 | 1 | 305 |
EIN 331206383 | Oth | $3K | 0.1% | 1 | 1 | 218 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO., SUN LIFE ASSURANCE COMPANY OF CANADA, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $69K | $18K | $87K | 89.4% | 1 |
| NATIONAL ENROLLMENT PARTNERS LLC | CRANSTON, RI | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $10K | $10K | 10.6% | 1 |
History & trajectory
3 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