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
Filings through .
Apex Fund Services (Charlotte) LLC
EIN 42-1644246Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$56.9M assets
Health & Benefits
1
$7.6M premiums
Participants
1,121
150 E 52ND ST, SUITE 4003 - NEW YORK, NY 100226017441-292-2739
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $7.6M premiums / 1,139 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
APEX FUND SERVICES 401(K) PLAN
401(k)
Assets$56.9M
Participants677
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
APEX FUND SERVICES WELFARE BENEFITS PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.6M
Covered lives1,139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | APEX FUND SERVICES 401(K) PLAN | 401(k) | $56.9M | 677 | 2025 |
- #001 · 401(k) · 2025677
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,139
Retirement plans
Health & Benefits plans