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Sponsor portfolioWelfare / HealthEIN 52-1562320

APEX COMPANIES, LLC

2101 GAITHER RD STE 500 · ROCKVILLE, MD 208504068
2404997388
Plans filed
1
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
1,150
No prior year
Total participants
1,101
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
APEX COMPANIES LLC EMPLOYEE BENEFITS PLAN
Mixed1,150 covered·7 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$982K21.3%
Short-term disability$753K16.3%
Life$748K16.2%
Long-term disability$748K16.2%
Vision$727K15.8%
Dental$649K14.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
VLSTDLTDOth
$882K51.8%131,093
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$649K38.1%11870
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LSTDLTDOth
$87K5.1%11313
EYEMED VISION CARE
EIN 430949844
V
$66K3.9%111,150
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$19K1.1%11102

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$95K$27K$122K65.8%1
LOCKTON COMPANIES, LLCKANSAS CITY, MOUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$52K$7K$59K31.8%1
NATALIE S DAVISBANEBERRY, TNPRE PAID LEGAL SERVICES DBA LEGAL SHIELD$2K$0$2K1.3%1
FORTUNE MANAGEMENT, INC.SEATTLE, WAUNUM LIFE INSURANCE COMPANY OF AMERICA$1K$0$1K0.6%1
NFP INSURANCE SERVICES INCCHARLOTTE, NCFIRST UNUM LIFE INSURANCE COMPANY$539$270$8090.4%1
THOMAS A SCHWEIKERPHOENIX, AZPRE PAID LEGAL SERVICES DBA LEGAL SHIELD$127$0$1270.1%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
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