Form 5500 · Employee benefit plan · CHARLOTTE, NC
APEX FUND SERVICES LLC
APEX FUND SERVICES LLC of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1644246 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 447 | December | $54,455 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental | 863 | December | $46,480 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 173 | December | $9,123 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 59 | December | $3,672 |
| EYEMED VISION CARE | Vision | 363 | December | $16 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 48 | December | $0 |
Questions
Who is APEX FUND SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, APEX FUND SERVICES LLC's broker of record is ALLIANT INSURANCE SERVICES, INC..
What insurance carrier does APEX FUND SERVICES LLC use?
APEX FUND SERVICES LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does APEX FUND SERVICES LLC's group plan renew?
The most recent Schedule A policy period for APEX FUND SERVICES 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 LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.