Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$187K
- Other$160K
- Health$156K
- Prescription drug$156K
- Life$141K
- Short-term disability$141K
- +2 more
Sponsor portfolio
XAD, INC.
EIN 33-0942669marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$29.6M assets
Welfare
1
$529K premiums
Participants
551
535 FLATBUSH AVENUE, PO BOX 301 - BROOKLYN, NY 11225888-234-7893xad.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $529K premiums / 174 covered livesCarrier market share
Premium dollars by Schedule A carrier
35%top
- SUN LIFE ASSURANCE COMPANY OF CANADA35%
- KAISER FOUNDATION HEALTH PLAN INC30%
- UNUM LIFE INSURANCE COMPANY OF AMERICA27%
- VISION SERVICE PLAN5%
- AETNA LIFE INSURANCE COMPANY3%
- +1 more
Broker market share
Schedule A broker compensation
99%top
- ABD INS. AND FINANCIAL SVCS., INC.99%
- MASOLI LEGACY LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
XAD, INC. 401(K) PLAN
401k
Assets$29.6M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
XAD, INC. HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - SUN LIFE AND HEALTH INSURANCE COMPANY
Premiums$529K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | XAD, INC. 401(K) PLAN | 401k | $29.6M | 367 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | XAD, INC. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | SUN LIFE AND HEALTH INSURANCE COMPANY | $529K | 174 | 2025 |
Retirement plans
Welfare plans