Apex Benefits Group, Inc.
Indianapolis, IN
Apex Benefits Group, Inc. of Indianapolis, IN is the broker of record on 126 Form 5500 Schedule A filings covering 70 employer benefit plans across 6 states, with $7,009,775 in reported broker commissions (plan year 2025).
Quick answer
Apex Benefits Group, Inc. (Indianapolis, IN) is the broker of record for 70 employer benefit plan sponsors on 126 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Apex Benefits Group, Inc. have?
- Apex Benefits Group, Inc. is named as broker on Form 5500 Schedule A filings for 70 distinct plan sponsors in 6 states.
- Who are Apex Benefits Group, Inc.'s largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Ccfi Companies, LLC (7,087 participants) and Smc Corporation Of America (1,585 participants).
- How much does Apex Benefits Group, Inc. earn in commissions?
- Insurers reported $7 million in broker commissions and $799,242 in fees paid to Apex Benefits Group, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Apex Benefits Group, Inc. located?
- Apex Benefits Group, Inc. is based in Indianapolis, IN and has employer clients in 6 states.
- How does Apex Benefits Group, Inc. rank among benefits brokers in Indiana?
- Apex Benefits Group, Inc. ranks #6 by employer clients among the 50 most active benefits brokers based in Indiana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Apex Benefits Group, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Ccfi Companies, LLC | OH | 7,087 | 2025-12-31 |
| Smc Corporation Of America | IN | 1,585 | 2025-12-31 |
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Other benefits brokers in Indiana
- Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
- Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
- Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
- Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
- First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
- Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
- Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)
- Howard J Horowitz: 63 employer clients, $33,959 reported commissions (Carmel)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.