Apple Bank for Savings
Overview
Apple Bank for Savings sponsors a self-funded health plan that covered 869 participants in plan year 2025, about the same as the prior year. The plan year starts in January. Alongside medical, its benefits filing reports dental, vision.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 869 · prior year 859
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Apple Bank for Savings Medical Plan, plan 503 (869 participants)
- Broker compensation
- $30K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Aetna Life Insurance Co. | Dental | 1,761 | $909K | $27K |
| Vision Service Plan | Vision | 776 | $85K | $2K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 869 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Apple Bank for Savings
- Sponsor EIN
- 13-0822710
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 13-0822710 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Apple Bank for Savings 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,664
About this data
Source: Apple Bank for Savings's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Apple Bank for Savings.