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Sponsor portfolio

X-ENERGY, LLC

EIN 27-4661265-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$36.7M assets
Welfare
1
$9.2M premiums
Participants
1,309
530 GAITHER ROAD - ROCKVILLE, MD 20850301-358-5600x-energy.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$36.7M - 532 part#501Fully Insured-$9.2M - 766 lives

Benefits portfolio analytics

1 plan / $9.2M premiums / 766 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.2M
  • Dental$8.2M
  • Prescription drug$8.2M
  • Other$531K
  • Life$402K
  • Short-term disability$215K
  • +2 more
Total $9.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
Total $9.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
  • KELLY & ASSOCIATES INSURANCE GROUP0%
Total $662K2 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

X ENERGY, LLC RETIREMENT TRUST

401k

Assets$36.7M
Participants532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

X-ENERGY, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$9.2M
Covered lives766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001X ENERGY, LLC RETIREMENT TRUST401k$36.7M5322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501X-ENERGY, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$9.2M7662025
Retirement plans
Welfare plans
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