Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Life$153K
- Short-term disability$153K
- Long-term disability$153K
- Other$153K
- +1 more
Sponsor portfolio
APEX HERITAGE GROUP, LLC
EIN 46-1669012oil & energyLatest filing 2024
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$2.3M premiums
Participants
467
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 287 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
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 HERITAGE GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.3M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APEX HERITAGE GROUP HEALTH PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.3M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APEX HERITAGE GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.3M | 296 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APEX HERITAGE GROUP HEALTH PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $2.3M | 287 | 2024 |
Retirement plans
Welfare plans