Form 5500 · Employee benefit plan · NEW YORK, NY
APEX FUND SERVICES (CHARLOTTE) LLC
Public Form 5500 records show how APEX FUND SERVICES (CHARLOTTE) LLC (NEW YORK, NY) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1644246 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 847 | December | $0 |
Questions
Who is APEX FUND SERVICES (CHARLOTTE) LLC's benefits broker?
Per its most recent Form 5500 Schedule A, APEX FUND SERVICES (CHARLOTTE) LLC's broker of record is ALLIANT INSURANCE SERVICES INC.
What insurance carrier does APEX FUND SERVICES (CHARLOTTE) LLC use?
APEX FUND SERVICES (CHARLOTTE) LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does APEX FUND SERVICES (CHARLOTTE) LLC's group plan renew?
The most recent Schedule A policy period for APEX FUND SERVICES (CHARLOTTE) LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from APEX FUND SERVICES (CHARLOTTE) LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.