PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BLUE BUCKET GROUP, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 26-3943223

BLUE BUCKET GROUP, LLC

7949 EAST ACOMA DRIVE, SUITE 100 · SCOTTSDALE, AZ 85260
4806594102
Plans filed
5
Years active
2015–2025
Industry
NAICS 45
Latest filing
2025
Total premiums (latest)
$129K
No prior year
Persons covered
1,101
No prior year
Total participants
1,101
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #504$129K
APOGEE RETAIL NY, LLC HEALTH INSURANCE PLAN
Mixed1,101 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$11K
APOGEE LIFE & ADD BENEFIT PLAN
Fully insured694 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$0
APOGEE RETAIL NY, LLC DENTAL PLAN
Self-funded0 covered·0 carriers
Plan #501$0
APOGEE RETAIL NY, LLC HEALTH INSURANCE PLAN
Self-funded0 covered·0 carriers
Plan #555$0
APOGEE RETAIL N.Y., LLC SECTION 125 PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$105K44.9%
Other$105K44.9%
Vision$24K10.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LOth
$105K81.4%111,101
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
V
$24K18.6%11261

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$18K$1K$19K96.9%1
ALLIANT INSURANCE SERVICES, INC.SEATTLE, WATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$594$0$5943.1%1

History & trajectory

11 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica