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Sponsor portfolio

APAX PARTNERS US, LLC

EIN 20-2520354-Latest filing 2025
Plans
3
Retirement
2
$66.3M assets
Welfare
1
$273K premiums
Participants
442
601 LEXINGTON AVENUE, FLOOR 58 - NEW YORK, NY 10022212-753-6300
Plans on this EIN
3 filings
#001401k-$58.5M - 240 part#002TraditionalDB-$7.8M - 70 part#503Mixed-$273K - 134 lives

Retirement portfolio analytics

2 plans aggregated / $66.3M assets / 310 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • 401(K) RETIREMENT PLAN (#001)88%
  • DEFINED BENEFIT PLAN (#002)12%
Total $66.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)240
  • DEFINED BENEFIT PLAN (#002)70
Total 310Click row to drill in

Benefits portfolio analytics

1 plan / $273K premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$170K
  • Life$89K
  • Long-term disability$89K
  • Other$89K
  • Vision$13K
Total $273K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • DELTA DENTAL OF CALIFORNIA62%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA33%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $273K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN

401k

Assets$58.5M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

APAX PARTNERS US, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$7.8M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

APAX PARTNERS US, LLC EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF NEW YORK

Premiums$273K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN401k$58.5M2402024
002APAX PARTNERS US, LLC DEFINED BENEFIT PLANTraditionalDB$7.8M702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503APAX PARTNERS US, LLC EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF NEW YORK$273K1342025
Retirement plans
Welfare plans
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