Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Stop-loss$1.4M
- Dental$713K
- Long-term disability$517K
- Short-term disability$472K
- +3 more
Sponsor portfolio
APOGEE MEDICAL MANAGEMENT
EIN 43-1974753Latest filing 2025
Plans
2
Retirement
1
$139.5M assets
Welfare
1
$3.7M premiums
Participants
2,942
15059 N. SCOTTSDALE ROAD #600 - SCOTTSDALE, AZ 85254602-778-3600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 1,858 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY59%
- BLUE CROSS OF CALIFORNIA38%
- FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APOGEE MEDICAL GROUP, INC. 401(K) PLAN
401k
Assets$139.5M
Participants1,759
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APOGEE MEDICAL MANAGEMENT, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$3.7M
Covered lives1,858
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APOGEE MEDICAL GROUP, INC. 401(K) PLAN | 401k | $139.5M | 1,759 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APOGEE MEDICAL MANAGEMENT, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $3.7M | 1,858 | 2025 |
Retirement plans
Welfare plans