Form 5500 · Employee benefit plan · SCOTTSDALE, AZ
APOGEE MEDICAL MANAGEMENT
Public Form 5500 records show how APOGEE MEDICAL MANAGEMENT (SCOTTSDALE, AZ) structures its employee benefits. Its broker of record is BLACK GOULD & ASSOCIATES. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1974753 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 474 | December | $35,960 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 466 | December | $33,365 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 386 | December | $18,634 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 814 | December | $13,319 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 166 | December | $12,095 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 279 | December | $10,668 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 1,563 | December | $10,476 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 1,026 | December | $4,559 |
Questions
Who is APOGEE MEDICAL MANAGEMENT's benefits broker?
Per its most recent Form 5500 Schedule A, APOGEE MEDICAL MANAGEMENT's broker of record is BLACK GOULD & ASSOCIATES.
What insurance carrier does APOGEE MEDICAL MANAGEMENT use?
APOGEE MEDICAL MANAGEMENT's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does APOGEE MEDICAL MANAGEMENT's group plan renew?
The most recent Schedule A policy period for APOGEE MEDICAL MANAGEMENT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from APOGEE MEDICAL MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.