Apple Health Care 401(k) plan

Apple Health Care, Inc., Avon, CT. EIN 06-1174705. Annual reports 2009–2024. Also filed as Apple Health Care, Inc.

Apple Health Care, Inc. has one active retirement plan on file, the Apple Health Care, Inc. 401(k) Security Express, with 4,478 participants and $86.4 million in assets in 2024. Voya has been its recordkeeper since 2019. No traditional pension plan appears in Apple Health Care's filings since 2009.

Active plans: 1
Participants: 4,478
Plan assets: $86.4 million
401(k) recordkeeper: Voya
Plans on file: 1
Industry: Health care

The plan

Apple Health Care, Inc. 401(k) Security Express

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 06-1174705
Participants (2024): 4,478
Net assets (2024): $86.4 million
Recordkeeper: VoyaEarlier: MassMutual (2013–2018), Hartford Retirement Services (2010–2012), Merrill (2009)
Plan administrator: Apple Health Care, Inc.
21 Waterville Road
Avon, CT 06001
(860) 678-9755As filed for 2024
In effect since: October 1, 1986

Earlier plan names: Apple Health Care, Inc 401(k) Security Express Plan; Apple Health Care, Inc. 401K Security Express Plan; Apple Health Care, Inc. 401(k) Security Express Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,478	$86.4 million	Voya
2023	4,466	$77.2 million	Voya
2022	4,101	$63.8 million	Voya
2021	3,558	$79.8 million	Voya
2020	5,670	$73.1 million	Voya
2019	5,256	$60.8 million	Voya
2018	4,257	$49.6 million	MassMutual
2017	3,391	$55.4 million	MassMutual
2016	2,826	$49.5 million	MassMutual
2015	2,294	$46.9 million	MassMutual
2014	2,379	$47.8 million	MassMutual
2013	2,367	$46.3 million	MassMutual
2012	2,320	$40.4 million	Hartford Retirement Services
2011	2,424	$36.2 million	Hartford Retirement Services
2010	2,777	$35.5 million	Hartford Retirement Services
2009	2,459	$30.8 million	Merrill

If you had money in one of these plans

Call Voya (voya.com), which runs the Apple Health Care, Inc. 401(k) Security Express. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((860) 678-9755). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Apple Health Care, Inc. 401(k) Security Express

If you had money in one of these plans

What these numbers are

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