Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
APEX SYSTEMS, LLC
EIN 54-1773546information technology and servicesLatest filing 2024
Plans
5
Retirement
2
$710.6M assets
Welfare
3
$10.5M premiums
Participants
53,879
4400 COX ROAD, SUITE 200 - GLEN ALLEN, VA 23060804-254-2600apexsystems.comLinkedIn1001-5000 employeesinformation technology and services
Retirement portfolio analytics
2 plans aggregated / $710.6M assets / 32,150 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $10.5M premiums / 9,450 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.5M
- Short-term disability$2.3M
- Health$1.3M
- Life$1.1M
- Long-term disability$990K
- Vision$722K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
33%top
- DELTA DENTAL OF CALIFORNIA33%
- LIFE INSURANCE COMPANY OF NORTH AMERICA28%
- UNUM LIFE INSURANCE COMPANY OF AMERICA21%
- AETNA LIFE INSURANCE COMPANY11%
- VISION SERVICE PLAN6%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
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 SYSTEMS, LLC 401(K) PLAN
401k
Assets$478.7M
Participants5,775
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONTRACT EMPLOYEE RETIREMENT SAVINGS PLAN
401k
Assets$231.8M
Participants26,375
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APEX SYSTEMS, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - DELTA DENTAL OF VIRGINIA
Premiums$10.5M
Covered lives9,450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
APEX FLEXIBLE SPENDING ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
APEX SYSTEMS, LLC EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APEX SYSTEMS, LLC 401(K) PLAN | 401k | $478.7M | 5,775 | 2024 | |
| 002 | CONTRACT EMPLOYEE RETIREMENT SAVINGS PLAN | 401k | $231.8M | 26,375 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APEX SYSTEMS, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | DELTA DENTAL OF VIRGINIA | $10.5M | 9,450 | 2024 | |
| 502 | APEX FLEXIBLE SPENDING ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 503 | APEX SYSTEMS, LLC EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans