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Form 5500 · Employee benefit plan · KIRKLAND, WA

APPEN AI INC.

APPEN AI INC. of KIRKLAND, WA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-2238395 · plan 501 · as of Jul 2026

Participants
199
Carriers on file
2
Disclosed commissions
$75,378
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HEALTHCARE INSURANCE COMPANYHealth262December$65,751
KAISER FOUNDATION HEALTH PLAN, INC.Health16December$9,627

Questions

Who is APPEN AI INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, APPEN AI INC.'s broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does APPEN AI INC. use?

APPEN AI INC.'s benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does APPEN AI INC.'s group plan renew?

The most recent Schedule A policy period for APPEN AI INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from APPEN AI INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.