Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.6M
- Dental$432K
- Other$421K
- Short-term disability$372K
- Life$328K
- Long-term disability$328K
- +1 more
Sponsor portfolio
APEX FUND SERVICES LLC
EIN 42-1644246Latest filing 2025
Plans
2
Retirement
1
$49.2M assets
Welfare
1
$7.6M premiums
Participants
1,291
15720 BRIXHAM HILL AVE, STE 206 - CHARLOTTE, NC 28277646-517-1497
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.6M premiums / 1,139 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
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 FUND SERVICES 401(K) PLAN
401k
Assets$49.2M
Participants847
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APEX FUND SERVICES WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.6M
Covered lives1,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APEX FUND SERVICES 401(K) PLAN | 401k | $49.2M | 847 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APEX FUND SERVICES WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $7.6M | 1,139 | 2025 |
Retirement plans
Welfare plans