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Sponsor portfolioWelfare / HealthEIN 43-1974753

APOGEE MEDICAL MANAGEMENT

15059 N. SCOTTSDALE ROAD #600 · SCOTTSDALE, AZ 85254
6027783600
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
1,858
No prior year
Total participants
1,183
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$3.7M
APOGEE MEDICAL MANAGEMENT, INC. HEALTH AND WELFARE PLAN
Fully insured1,858 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA
Plan #502$1.5M
APOGEE MEDICAL GROUP, INC.
Mixed1,563 covered·2 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M20.6%
Prescription drug$1.4M20.6%
Stop-loss$1.4M20.6%
Dental$713K10.6%
Long-term disability$517K7.7%
Short-term disability$472K7.0%
Other$462K6.9%
Life$283K4.2%
Vision$128K1.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DLSTDLTDOth
$2.2M58.9%181,183
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRxSL
$1.4M37.6%111,858
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$128K3.5%111,724

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDPHOENIX, AZTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA$326K$85K$411K100.0%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
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