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Sponsor portfolio

APOGEE ENGINEERING

EIN 56-2484395-Latest filing 2025
Plans
2
Retirement
1
$49.3M assets
Welfare
1
$1.4M premiums
Participants
1,286
9910 FEDERAL DRIVE - COLORADO SPRINGS, CO 80921719-418-4965
Plans on this EIN
2 filings
#001401k-$49.3M - 936 part#501Mixed-$1.4M - 606 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 606 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Dental$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Vision$64K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY94%
  • VISION SERVICE PLAN5%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $116K1 slice

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 ENGINEERING 401 (K) PLAN

401k

Assets$49.3M
Participants936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APOGEE ENGINEERING EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives606
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APOGEE ENGINEERING 401 (K) PLAN401k$49.3M9362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APOGEE ENGINEERING EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.4M6062025
Retirement plans
Welfare plans
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