Form 5500 · Employee benefit plan · MINNEAPOLIS, MN
APOGEE ENTERPRISES, INC. C/O TRACY THOMPSON
The filing calls this plan APOGEE ENTERPRISES INC. COMPREHENSIVE WELFARE PLAN.
APOGEE ENTERPRISES, INC. C/O TRACY THOMPSON of MINNEAPOLIS, MN is a 6,030-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is PREFERRED BENEFIT CONCEPTS. Coverage is written through BCBSMN, INC, D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0919654 · plan 509 · plan year 2024, filed Jul 21, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health and life; the largest, with BCBSMN, INC, D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA, covers 2,644 people.
The filing declares health, life and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium is $888,779; the filing discloses no broker commission on these contracts.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
PREFERRED BENEFIT CONCEPTS is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BCBSMN, INC, D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA | Health | 2,644 | Jan 1, 2025 | $518,291 | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 3,556 | Jan 1, 2025 | $353,343 | $0 |
| LYRA | — | 4,026 | Jan 1, 2025 | $17,145 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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