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Sponsor portfolioWelfare / HealthEIN 13-2967453

APEX FINTECH SERVICES, LLC

141 WEST JACKSON BOULEVARD · CHICAGO, IL 60604
8882686220
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$536K
No prior year
Persons covered
752
No prior year
Total participants
756
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$536K
APEX FINTECH SERVICES, LLC EMPLOYEE BENEFIT PLAN
Mixed752 covered·4 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$429K39.8%
Life$271K25.2%
Long-term disability$271K25.2%
Vision$107K9.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$271K50.7%11710
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$142K26.4%11280
VISION SERVICE PLAN
EIN 061227840
V
$107K20.0%11579
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$16K2.9%11752

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN$32K$6K$38K64.0%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$21K$0$21K36.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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