Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
XL AMERICA, INC.
EIN 06-1516268Latest filing 2025
Plans
3
Retirement
2
$1.38B assets
Welfare
1
$7.0M premiums
Participants
5,882
677 WASHINGTON BOULEVARD, 10TH FLOOR - STAMFORD, CT 06901203-964-5200
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.38B assets / 3,579 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
- MERRILL LYNCH PIERCE FENNER & SMITH97%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.0M premiums / 4,457 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$6.1M
- Other$5.7M
- Dental$5.0M
- Vision$5.0M
- Long-term disability$5.0M
- Short-term disability$146K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
97%top
- METROPOLITAN LIFE INSURANCE COMPANY97%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
- AETNA LIFE INSURANCE COMPANY0%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
86%top
- MERCER HEALTH AND BENEFITS, LLC86%
- MARSH & MCLENNAN AGENCY LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
XL AMERICA, INC. EMPLOYEE SAVINGS PLAN
401k
Assets$1.34B
Participants3,276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
XL AMERICA, INC. RETIREMENT PLAN
TraditionalDB
Assets$43.1M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
XL AMERICA, INC. HEALTH AND WELFARE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$7.0M
Covered lives4,457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | XL AMERICA, INC. EMPLOYEE SAVINGS PLAN | 401k | $1.34B | 3,276 | 2024 | |
| 003 | XL AMERICA, INC. RETIREMENT PLAN | TraditionalDB | $43.1M | 303 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | XL AMERICA, INC. HEALTH AND WELFARE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $7.0M | 4,457 | 2025 |
Retirement plans
Welfare plans