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Sponsor portfolio

APEX WINDOWS AND BATH ACCESSORIES, ACC

EIN 86-0782358-construction-Latest filing 2025
Plans
2
Retirement
1
$378K assets
Welfare
1
$341K premiums
Participants
245
4755 S. COACH DRIVE - TUCSON, AZ 85714480-718-5922apexwindowsandbath.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$378K - 101 part#505Fully Insured-$341K - 144 lives

Benefits portfolio analytics

1 plan / $341K premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$290K
  • Prescription drug$290K
  • Dental$51K
  • Vision$51K
  • Life$51K
  • Long-term disability$51K
  • +1 more
Total $341K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
Total $341K2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • CREST INSURANCE GROUP LLC67%
  • ROGERS BENEFIT GROUP INC33%
  • ASSUREDPARTNERS1%
Total $33K3 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 WINDOWS AND BATH 401(K) PLAN

401k

Assets$378K
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

APEX WINDOWS AND BATH ACCESSORIES HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$341K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APEX WINDOWS AND BATH 401(K) PLAN401k$378K1012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505APEX WINDOWS AND BATH ACCESSORIES HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$341K1442025
Retirement plans
Welfare plans
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