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Sponsor portfolioWelfare / HealthEIN 56-2484395

APOGEE ENGINEERING

9910 FEDERAL DRIVE · COLORADO SPRINGS, CO 80921
7194184965
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
606
No prior year
Total participants
350
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
APOGEE ENGINEERING EMPLOYEE BENEFIT PLAN
Mixed606 covered·3 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.3M19.9%
Dental$1.3M19.8%
Life$1.3M19.8%
Short-term disability$1.3M19.8%
Long-term disability$1.3M19.8%
Vision$64K1.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DLSTDLTDOth
$1.3M94.5%11606
VISION SERVICE PLAN
EIN 061227840
V
$64K4.7%11398
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$12K0.9%11449

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$52K$64K$116K100.0%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
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