Form 5500 · Employee benefit plan · BOSTON, MA
APPLE TREE PARTNER PORTFOLIO COMPANIES
Public Form 5500 records show how APPLE TREE PARTNER PORTFOLIO COMPANIES (BOSTON, MA) structures its employee benefits. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3368493 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health, Dental | 440 | December | $62,814 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 223 | December | $9,013 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | Vision | 450 | December | $3,200 |
| CURALINC, LLC, DBA CURALINC HEALTHCARE | — | 203 | December | $0 |
Questions
Who is APPLE TREE PARTNER PORTFOLIO COMPANIES's benefits broker?
Per its most recent Form 5500 Schedule A, APPLE TREE PARTNER PORTFOLIO COMPANIES's broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does APPLE TREE PARTNER PORTFOLIO COMPANIES use?
APPLE TREE PARTNER PORTFOLIO COMPANIES's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 4 disclosed carriers.
When does APPLE TREE PARTNER PORTFOLIO COMPANIES's group plan renew?
The most recent Schedule A policy period for APPLE TREE PARTNER PORTFOLIO COMPANIES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from APPLE TREE PARTNER PORTFOLIO COMPANIES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.