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  2. APEX TOOL GROUP, LLC
Sponsor portfolio

APEX TOOL GROUP, LLC

EIN 27-1996059-consumer goods-Latest filing 2024
Plans
4
Retirement
3
$297.1M assets
Welfare
1
$1.4M premiums
Participants
3,509
910 RIDGEBROOK RD., SUITE 200 - SPARKS, MD 21152919-387-2491apextoolgroup.comLinkedIn5001-10000 employeesconsumer goods
Plans on this EIN
4 filings
#001401k-$276.3M - 1,800 part#046TraditionalDB-$14.9M - 346 part#002401k-$5.9M - 148 part#515Mixed-$1.4M - 1,558 lives

Retirement portfolio analytics

3 plans aggregated / $297.1M assets / 2,294 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • LLC 401(K) Savings (#001)93%
  • IN DAYTON, OH (#046)5%
  • BARGAINING UNIT EMPLOYEES (#002)2%
Total $297.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401(K) Savings (#001)1,800
  • IN DAYTON, OH (#046)346
  • BARGAINING UNIT EMPLOYEES (#002)148
Total 2,294Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,558 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • Vision$140K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • HARTFORD LIFE AND ACCIDENT72%
  • METROPOLITAN LIFE INSURANCE COMPANY16%
  • EYEMED VISION CARE10%
  • MYGROUP2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • LOCKTON COMPANIES, LLC93%
  • EMPYREAN INSURANCE SERVICES, INC.7%
Total $93K2 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 TOOL GROUP, LLC 401(K) SAVINGS PLAN

401k

Assets$276.3M
Participants1,800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#046

APEX TOOL GROUP, LLC PENSION PLAN FOR APEX BARGAINING UNIT EMPLOYEES IN DAYTON, OH

TraditionalDB

Assets$14.9M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

APEX TOOL GROUP INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

401k

Assets$5.9M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

APEX TOOL GROUP, LLC HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.4M
Covered lives1,558
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001APEX TOOL GROUP, LLC 401(K) SAVINGS PLAN401k$276.3M1,8002024
046APEX TOOL GROUP, LLC PENSION PLAN FOR APEX BARGAINING UNIT EMPLOYEES IN DAYTON, OHTraditionalDB$14.9M3462024
002APEX TOOL GROUP INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES401k$5.9M1482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515APEX TOOL GROUP, LLC HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$1.4M1,5582024
Retirement plans
Welfare plans
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