Plan Ledger DOL Form 5500 · updated monthly

Apple Tree Partner Portfolio Companiesbenefits

Apple Tree Partners Portfolio Companies Health & Welfare Benefit Plan · BOSTON, MA · plan year 2025

Broker compensation reported · 2025
$97,680

Apple Tree Partner Portfolio Companies's benefits plans covered 218 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $3,784,462. Insurance brokers and agents were paid $97,680 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.6% of premiums. That is $448 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 22% from $79,904 in 2024.

Insurance contracts · 20254
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health drug dental ppo$3.8M · 303 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life ltdpremiums n/a · 121 covered
CURALINC, LLC, DBA CURALINC HEALTHCAREpremiums n/a · 218 covered
Brokers & agents paid · 20252
ABD INS. AND FINANCIAL SVCS., INC.$87,354 · incl $18,307 fees
NATIONAL ENROLLMENT GEN. AGY., LLC$10,326 · incl $10,326 fees
Also brokered by Abd Ins. and Financial Svcs., Inc.5
Plaid, Inc. CA$586,999
Medallia, Inc. CA$567,825
Planet Labs Pbc CA$396,097

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 853368493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.