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Sponsor portfolio

XPECT SOLUTIONS LLC

EIN 36-4544477-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$71K premiums
Participants
273
4035 RIDGE TOP ROAD, STE 250 - FAIRFAX, VA 22030571-233-5680xpectsolutions.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$9.1M - 114 part#501Fully Insured-$71K - 152 lives

Benefits portfolio analytics

1 plan / $71K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$35K
  • Vision$35K
  • Health$35K
  • Other$35K
Total $71K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
  • METROPOLITAN LIFE INSURANCE COMPANY50%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY0%
Total $71K3 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • FOSTER THOMAS INC47%
  • GCG FINANCIAL LLC22%
  • GIS BENEFITS INC19%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS12%
Total $10K4 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

XPECT SOLUTIONS, INC. 401(K) PLAN

401k

Assets$9.1M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

XPECT SOLUTIONS LLC WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$71K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001XPECT SOLUTIONS, INC. 401(K) PLAN401k$9.1M1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501XPECT SOLUTIONS LLC WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$71K1522025
Retirement plans
Welfare plans
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