Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$1.7M
- Vision$1.7M
Sponsor portfolioTH
APEX BANK
EIN 62-0123130bankingLatest filing 2024
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$1.7M premiums
Participants
381
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 0 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
Broker market share
Schedule A broker compensation
92%top
- BOBBY HOLLAND92%
- JONATHAN GOODSON8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
APEX BANK 401(K) PLAN
401k
Assets$5.4M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APEX BANK
Fully Insured - BLUE CROSS BLUE SHIELD OF TENNESSEE, INC.
Premiums$1.7M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | APEX BANK 401(K) PLAN | 401k | $5.4M | 234 | 2024 |
Welfare plans1
Retirement plans
Welfare plans