Plan5500

Apogee Medical Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Apogee Medical Management (EIN 43-1974753) is a plan sponsor located in Scottsdale, AZ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
43-1974753
Location
Scottsdale, AZ
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Apogee Medical Management

  • 3 loaded plans hold $121M in reported assets.
  • The largest, Apogee Medical Group Inc 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4,093 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$121MSummed across loaded plans$121,013,903
Total reported assets$121M$121,013,903
Total reported participants4.1K4,093
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$121M total assets
Net assets$121MLiabilities$0
Contributions & income
Employer contributions$476.5K
Participant contributions$13.2M
Total income / additions$31.9M
Expenses & distributions
Benefits paid / distributions$6.9M
Total expenses$7M
Net increase / (decrease)$24.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Apogee Medical Group Inc 401k Plan
Participants per plan1,364Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Apogee Medical Group Inc 401k Plan$121M
    Plan #001 · 1,618 participants · 2023
  2. 2
    Apogee Medical Management Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 1,533 participants · 2023
  3. 3
    Apogee Medical Group, Inc.not reported in the loaded dataset
    Plan #502 · 942 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Apogee Medical Management. Open one for its full reported snapshot.

  1. 2023
    Apogee Medical Management Health & Welfare Plan1,533 participants · 2No schedules
    View filing →
  2. 2023
    Apogee Medical Group Inc 401k Plan1,618 participants · 2Sch HSch C
    View filing →
  3. 2023
    Apogee Medical Group, Inc.942 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Apogee Medical Management report on Form 5500?
Apogee Medical Management (EIN 43-1974753) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Apogee Medical Management?
The Employer Identification Number (EIN) reported for Apogee Medical Management is 43-1974753.
What is the latest Form 5500 filing year for Apogee Medical Management?
The latest loaded Form 5500 filing year for Apogee Medical Management is 2023.

Related Form 5500 pages