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Sponsor portfolio

APEX AUTOMOTIVE, LLC

EIN 57-1071261-Retail Trade-Latest filing 2025
Plans
3
Retirement
1
$4.1M assets
Welfare
2
$902K premiums
Participants
437
4011 CLEMSON BLVD. - ANDERSON, SC 29621864-224-6632
Plans on this EIN
3 filings
#001401k-$4.1M - 110 part#501Fully Insured-$710K - 261 lives#502Fully Insured-$193K - 264 lives

Benefits portfolio analytics

2 plans / $902K premiums / 525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$511K
  • Prescription drug$511K
  • Short-term disability$199K
  • Dental$185K
  • Vision$185K
  • Life$185K
  • +2 more
Total $710K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • BLUE CROSS OF CALIFORNIA72%
  • PRINCIPAL LIFE INSURANCE COMPANY26%
  • AMERICAN FIDELITY ASSURANCE COMPANY2%
Total $710K3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • SOUTHEAST INSURANCE GROUP INC64%
  • RONALD SWINDLER34%
  • JERRY C NEELY2%
Total $39K3 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 AUTOMOTIVE, LLC 401(K) PLAN

401k

Assets$4.1M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APEX AUTOMOTIVE GROUP HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$710K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

APEX AUTOMOTIVE GROUP LIFE INSURANCE BENEFITS PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$193K
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APEX AUTOMOTIVE, LLC 401(K) PLAN401k$4.1M1102025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APEX AUTOMOTIVE GROUP HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$710K2612025
502APEX AUTOMOTIVE GROUP LIFE INSURANCE BENEFITS PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$193K2642024
Retirement plans
Welfare plans
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