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Sponsor portfolioTH

APG ASSET MANAGEMENT

EIN 06-1285941-investment banking-Latest filing 2025
Plans
2
Retirement
1
$177.8M assets
Welfare
1
$372K premiums
Participants
431
666 3RD AVENUE, 2ND FLOOR - NEW YORK, NY 10017917-368-3596LinkedIn51-200 employeesinvestment banking
Plans on this EIN
2 filings
#002401k-$177.8M - 244 part#510Mixed-$372K - 190 lives

Benefits portfolio analytics

1 plan / $372K premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$342K
  • Life$325K
  • Short-term disability$325K
  • Long-term disability$325K
  • Vision$30K
  • Dental$17K
Total $372K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • AFLAC5%
Total $372K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • CORPORATE SYNERGIES GROUP LLC94%
  • ANTHONY S ALMODOVAR2%
  • SHEILA MARIE CHESTERMAN2%
  • KRISTEN PARZIANO1%
  • MICHAEL S TEITELBAUM1%
  • +2 more
Total $32K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

APG ASSET MANAGEMENT 401(K) PLAN

401k

Assets$177.8M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

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

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$372K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002APG ASSET MANAGEMENT 401(K) PLAN401k$177.8M2442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510APG ASSET MANAGEMENT US, INC. HEALTH AND LIFE INSURANCE BENEFITS PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$372K1902024
Retirement plans
Welfare plans
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