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Sponsor portfolio

APEX CAPITAL CORP

EIN 20-3491179-Latest filing 2025
Plans
2
Retirement
1
$38.2M assets
Welfare
1
$716K premiums
Participants
804
301 COMMERCE ST, STE 1200 - FORT WORTH, TX 76102817-806-2279transportationbusinessservices.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$38.2M - 436 part#501Fully Insured-$716K - 1,139 lives

Benefits portfolio analytics

1 plan / $716K premiums / 1,139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$337K
  • Other$337K
  • Life$251K
  • Short-term disability$180K
  • Long-term disability$180K
  • Health$86K
  • +1 more
Total $716K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • METROPOLITAN LIFE INSURANCE COMPANY53%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA47%
Total $716K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • BROWN & BROWN INSURANCE SERVICES75%
  • WATCHTOWER TECHNOLOGIES INC13%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC10%
  • HAYS COMPANIES, INC.2%
Total $54K4 slices

Plan deep-dives

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

APEX CAPITAL CORP 401(K) PLAN

401k

Assets$38.2M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APEX CAPITAL CORP CAFETERIA PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$716K
Covered lives1,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APEX CAPITAL CORP 401(K) PLAN401k$38.2M4362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APEX CAPITAL CORP CAFETERIA PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$716K1,1392025
Retirement plans
Welfare plans
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