Benefits brokerage · 2 offices
APTIA
APTIA is named as the broker of record on 2 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Book profile
APTIA brokers 2 insured contracts for 2 employers, across 2 states, led by OR, WI.
The book is entirely health coverage.
HEALTH ADVOCATE SOLUTIONS, INC. writes the most contracts in the book (1, about 50%); TRANSAMERICA PREMIER LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| METSO USA, INC. | BROOKFIELD, WI | URBANDALE, IA | TRANSAMERICA PREMIER LIFE INSURANCE COMPANY | Jan 1FY2025 |
| COLUMBIA BANK | HILLSBORO, OR | HILLSBORO, OR | HEALTH ADVOCATE SOLUTIONS, INC. | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)