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Sponsor portfolioWelfare / HealthEIN 42-1644246
APEX FUND SERVICES LLC
15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277
6465171497
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$7.6M
No prior year
Persons covered
1,139
No prior year
Total participants
444
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $6.6M | 77.5% | |
| Dental | $432K | 5.0% | |
| Other | $421K | 4.9% | |
| Short-term disability | $372K | 4.3% | |
| Life | $328K | 3.8% | |
| Long-term disability | $328K | 3.8% | |
| Vision | $48K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $6.6M | 87.6% | 1 | 1 | 1,139 |
EIN 010278678 | LSTDLTDOth | $464K | 6.1% | 1 | 4 | 483 |
EIN 135581829 | D | $432K | 5.7% | 1 | 1 | 660 |
EIN 860773195 | V | $48K | 0.6% | 1 | 1 | 652 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | SEATTLE, WA | UNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, EYEMED VISION CARE | $97K | $314K | $411K | 100.0% | 1 |
History & trajectory
6 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