Form 5500 · Employee benefit plan · CAMARILLO, CA
APPLIED ENTERPRISE MANAGEMENT CORPORATION
APPLIED ENTERPRISE MANAGEMENT CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through UNITED CONCORDIA INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0113181 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 453 | December | $21,793 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 275 | December | $5,938 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 105 | December | $5,911 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 270 | December | $5,087 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 168 | December | $3,922 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Vision | 169 | December | $2,977 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 22 | December | $1,538 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 22 | December | $1,064 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 39 | December | $956 |
Questions
Who is APPLIED ENTERPRISE MANAGEMENT CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, APPLIED ENTERPRISE MANAGEMENT CORPORATION's broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does APPLIED ENTERPRISE MANAGEMENT CORPORATION use?
APPLIED ENTERPRISE MANAGEMENT CORPORATION's benefit plan is written through UNITED CONCORDIA INSURANCE COMPANY, among 9 disclosed carriers.
When does APPLIED ENTERPRISE MANAGEMENT CORPORATION's group plan renew?
The most recent Schedule A policy period for APPLIED ENTERPRISE MANAGEMENT CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from APPLIED ENTERPRISE MANAGEMENT CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.