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Sponsor portfolio

FXI, INC.

EIN 27-0283137-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$78.4M assets
Welfare
1
$1.9M premiums
Participants
4,091
100 MATSONFORD ROAD, 5 RADNOR CORPORATE CENTER, STE 300 - RADNOR, PA 19087484-585-5000fxi.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$78.4M - 2,507 part#501Mixed-$1.9M - 1,572 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,572 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$625K
  • Other$553K
  • Life$547K
  • Short-term disability$397K
  • Long-term disability$182K
  • Vision$139K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY59%
  • METROPOLITAN LIFE INSURANCE COMPANY33%
  • VISION SERVICE PLAN7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $189K1 slice

Plan deep-dives

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

FXI 401(K) PLAN

401k

Assets$78.4M
Participants2,507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FXI, INC. HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives1,572
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FXI 401(K) PLAN401k$78.4M2,5072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FXI, INC. HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.9M1,5722025
Retirement plans
Welfare plans
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