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  2. APOGEE ENTERPRISES, INC.
Sponsor portfolioTH

APOGEE ENTERPRISES, INC.

EIN 41-0919654-building materials-Latest filing 2024
Plans
7
Retirement
1
$497.1M assets
Welfare
6
$3.2M premiums
Participants
19,442
4400 WEST 78TH STREET, STE 520 - MINNEAPOLIS, MN 55435877-752-3432apog.comLinkedIn5001-10000 employeesbuilding materials
Plans on this EIN
7 filings
#005401k-$497.1M - 4,802 part#507Fully Insured-$1.2M - 1,397 lives#501Fully Insured-$1.0M - 2,773 lives#509Mixed-$889K - 4,026 lives#508Fully Insured-$14K - 15 lives#506Fully Insured-$6K - 4,361 lives#503Self Funded-0 lives

Benefits portfolio analytics

6 plans / $3.2M premiums / 12,572 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.6M
  • Long-term disability$1.0M
  • Health$518K
  • Other$31K
Total $3.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA83%
  • BLUE CROSS OF CALIFORNIA16%
  • LYRA HEALTH, INC.1%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • PREFERRED BENEFIT CONCEPTS, INC.99%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
Total $74K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN

401k

Assets$497.1M
Participants4,802
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

APOGEE ENTERPRISES, INC. SUPPLEMENTAL LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives1,397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

APOGEE ENTERPRISES, INC. LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives2,773
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

APOGEE ENTERPRISES INC. COMPREHENSIVE WELFARE PLAN

Mixed - BCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Premiums$889K
Covered lives4,026
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

APOGEE ENTERPRISES, INC., LONG TERM CARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$14K
Covered lives15
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

APOGEE ENTERPRISES, INC. BUSINESS TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$6K
Covered lives4,361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

APOGEE ENTERPRISES, INC. FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN401k$497.1M4,8022024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
507APOGEE ENTERPRISES, INC. SUPPLEMENTAL LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.2M1,3972024
501APOGEE ENTERPRISES, INC. LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.0M2,7732024
509APOGEE ENTERPRISES INC. COMPREHENSIVE WELFARE PLANMixedBCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA$889K4,0262024
508APOGEE ENTERPRISES, INC., LONG TERM CARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$14K152024
506APOGEE ENTERPRISES, INC. BUSINESS TRAVEL ACCIDENT INSURANCE PLANFully InsuredZURICH AMERICAN INSURANCE COMPANY$6K4,3612024
503APOGEE ENTERPRISES, INC. FLEXIBLE BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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