PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Apg Asset Management
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Apg Asset Management

EIN 06-1285941-investment banking-Latest filing 2025
Plans
2
Retirement
1
$177.8M assets
Health & Benefits
1
$392K premiums
Participants
426
666 3RD AVENUE, 2ND FLOOR - NEW YORK, NY 10017917-368-3596LinkedIn51-200 employeesinvestment banking
Plans on this EIN
2 filings
#002401(k)-$177.8M - 244 part#510Mixed-$392K - 181 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $392K premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$364K
  • Life$347K
  • Short-term disability$347K
  • Long-term disability$347K
  • Vision$28K
  • Dental$17K
Total $392K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

APG ASSET MANAGEMENT 401(K) PLAN

401(k)

Assets$177.8M
Participants244
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

APG ASSET MANAGEMENT US, INC. HEALTH AND LIFE INSURANCE BENEFITS PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$392K
Covered lives181
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002APG ASSET MANAGEMENT 401(K) PLAN401(k)$177.8M2442025
  • APG ASSET MANAGEMENT 401(K) PLAN$177.8M
    #002 · 401(k) · 2025244

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510APG ASSET MANAGEMENT US, INC. HEALTH AND LIFE INSURANCE BENEFITS PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$392K1812025
  • APG ASSET MANAGEMENT US, INC. HEALTH AND LIFE INSURANCE BENEFITS PLAN$392K
    #510 · Mixed · FIRST UNUM LIFE INSURANCE COMPANY · 2025181
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica