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Sponsor portfolio

APEX CARING SERVICES, LLC

EIN 82-0766204-medical practice-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$666K premiums
Participants
359
3901 WEST 88TH AVENUE - WESTMINISTER, CO 80031303-536-7892LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.4M - 181 part#501Fully Insured-$666K - 192 lives

Benefits portfolio analytics

1 plan / $666K premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$612K
  • Health$595K
  • Prescription drug$595K
  • Dental$55K
  • Vision$55K
  • Life$17K
Total $666K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
Total $666K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • BENNIE INSURANCE, LLC96%
  • REUBEN WARNER ASSOCIATES, INC.4%
Total $23K2 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 CARING SERVICES 401(K) PLAN

401k

Assets$2.4M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APEX CARING SERVICES HEALTH & WELFARE BENEFIT PLAN

Fully Insured - ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.

Premiums$666K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APEX CARING SERVICES 401(K) PLAN401k$2.4M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APEX CARING SERVICES HEALTH & WELFARE BENEFIT PLANFully InsuredROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.$666K1922025
Retirement plans
Welfare plans
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