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Sponsor portfolio

APEX COMPANIES, LLC

EIN 52-1562320-environmental services-Latest filing 2025
Plans
2
Retirement
1
$111.8M assets
Welfare
1
$1.7M premiums
Participants
2,912
2101 GAITHER RD STE 500 - ROCKVILLE, MD 208504068240-499-7388apexcos.comLinkedIn1001-5000 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$111.8M - 1,811 part#501Mixed-$1.7M - 1,150 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 1,150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$982K
  • Short-term disability$753K
  • Life$748K
  • Long-term disability$748K
  • Vision$727K
  • Dental$649K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA52%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • EYEMED VISION CARE4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MARSH & MCLENNAN AGENCY LLC66%
  • LOCKTON COMPANIES, LLC32%
  • NATALIE S DAVIS1%
  • FORTUNE MANAGEMENT, INC.1%
  • NFP INSURANCE SERVICES INC0%
  • +1 more
Total $185K6 slices

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 COMPANIES, LLC 401(K) PLAN

401k

Assets$111.8M
Participants1,811
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APEX COMPANIES LLC EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.7M
Covered lives1,150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APEX COMPANIES, LLC 401(K) PLAN401k$111.8M1,8112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APEX COMPANIES LLC EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.7M1,1502025
Retirement plans
Welfare plans
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