PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. APOGEE ENTERPRISES, INC.

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 41-0919654

APOGEE ENTERPRISES, INC.

4400 WEST 78TH STREET · MINNEAPOLIS, MN 55435
9528351874
Plans filed
6
Years active
2015–2024
Industry
NAICS 32
Latest filing
2024
Total premiums (latest)
$3.2M
No prior year
Persons covered
12,572
No prior year
Total participants
14,640
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #507$1.2M
APOGEE ENTERPRISES, INC. SUPPLEMENTAL LIFE INSURANCE PLAN
Fully insured1,397 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$1.0M
APOGEE ENTERPRISES, INC. LONG TERM DISABILITY PLAN
Fully insured2,773 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #509$889K
APOGEE ENTERPRISES INC. COMPREHENSIVE WELFARE PLAN
Mixed4,026 covered·3 carriers
Primary: BCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA
Plan #508$14K
APOGEE ENTERPRISES, INC., LONG TERM CARE PLAN
Fully insured15 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #506$6K
APOGEE ENTERPRISES, INC. BUSINESS TRAVEL ACCIDENT INSURANCE PLAN
Fully insured4,361 covered·1 carrier
Primary: ZURICH AMERICAN INSURANCE COMPANY
Plan #503$0
APOGEE ENTERPRISES, INC. FLEXIBLE BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.6M49.8%
Long-term disability$1.0M32.8%
Health$518K16.4%
Other$31K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$2.6M82.9%447,741
BLUE CROSS OF CALIFORNIA
EIN 410984460
H
$518K16.4%112,644
LYRA HEALTH, INC.
EIN 472935915
Oth
$17K0.5%114,026
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
L
$6K0.2%114,361

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PREFERRED BENEFIT CONCEPTSEDEN PRAIRIE, MNUNUM LIFE INSURANCE COMPANY OF AMERICA, BCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA$0$73K$73K98.8%3
HUB INTERNATIONAL MIDWEST LIMITEDCHICAGO, ILZURICH AMERICAN INSURANCE COMPANY$865$0$8651.2%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
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