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Sponsor portfolioTH

XS BROKERS INSURANCE AGENCY, INC.

EIN 04-2658206-Latest filing 2025
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$2.1M premiums
Participants
474
13 TEMPLE STREET - QUINCY, MA 02169617-471-7171
Plans on this EIN
2 filings
#001401k-$25.2M - 232 part#503Fully Insured-$2.1M - 287 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 287 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Prescription drug$1.9M
  • Other$79K
  • Life$63K
  • Short-term disability$36K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • EYEMED VISION CARE1%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • GALLAGHER BENEFIT SERVICES, INC.56%
  • GCG FINANCIAL LLC42%
  • EASTERN BENEFITS GROUP3%
Total $81K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

XS BROKERS INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN

401k

Assets$25.2M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

XS BROKERS INSURANCE AGENCY, INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001XS BROKERS INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN401k$25.2M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503XS BROKERS INSURANCE AGENCY, INC. HEALTH & WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.1M2872025
Retirement plans
Welfare plans
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