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Sponsor portfolioTH

XYLEM, INC.

EIN 45-2080495-Latest filing 2025
Plans
8
Retirement
6
$1.89B assets
Welfare
2
$26.8M premiums
Participants
23,799
301 WATER STREET SE - WASHINGTON, DC 20003914-323-5700
Plans on this EIN
8 filings
#001ESOP-$1.75B - 11,150 part#053TraditionalDB-$84.3M - 1,716 part#203401k-$21.6M - 337 part#209401k-$16.5M - 207 part#226401k-$9.4M - 167 part#008401k-$8.3M - 951 part#501Mixed-$26.8M - 15,667 lives#505Self Funded-0 lives

Retirement portfolio analytics

6 plans aggregated / $1.89B assets / 14,528 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • XYLEM RETIREMENT Savings (#001)93%
  • U.S. HOURLY EMPLOYEES (#053)4%
  • FOR HOURLY EMPLOYEES (#203)1%
  • AND INVESTMENT PLAN (#209)1%
  • FOR HOURLY EMPLOYEES (#226)0%
  • +1 more
Total $1.89BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • (Not disclosed)96%
  • FIDELITY INVESTMENTS INSTITUTIONAL4%
Total $1.89BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • XYLEM RETIREMENT Savings (#001)11,150
  • U.S. HOURLY EMPLOYEES (#053)1,716
  • INC. UNION 401(K) (#008)951
  • FOR HOURLY EMPLOYEES (#203)337
  • AND INVESTMENT PLAN (#209)207
  • FOR HOURLY EMPLOYEES (#226)167
Total 14,528Click row to drill in

Benefits portfolio analytics

2 plans / $26.8M premiums / 15,667 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$17.1M
  • Dental$13.0M
  • Health$9.6M
  • Prescription drug$9.6M
  • Vision$9.6M
  • Life$7.0M
  • +1 more
Total $26.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • UNITEDHEALTHCARE INSURANCE COMPANY36%
  • BLUE CROSS OF CALIFORNIA28%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY26%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +2 more
Total $26.8M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $1.0M1 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

XYLEM RETIREMENT SAVINGS PLAN

ESOP

Assets$1.75B
Participants11,150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#053

XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES

TraditionalDB

Assets$84.3M
Participants1,716
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#203

XYLEM BELL & GOSSETT SAVINGS PLAN FOR HOURLY EMPLOYEES

401k

Assets$21.6M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#209

XYLEM GOULDS PUMPS RETIREMENT SAVINGS AND INVESTMENT PLAN

401k

Assets$16.5M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#226

XYLEM STANDARD XCHANGE SAVINGS PLAN FOR HOURLY EMPLOYEES

401k

Assets$9.4M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

SENSUS USA INC. UNION 401(K) PLAN

401k

Assets$8.3M
Participants951
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

XYLEM CORPORATE WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$26.8M
Covered lives15,667
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

XYLEM BELL & GOSSETT RETIREE MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
001XYLEM RETIREMENT SAVINGS PLANESOP$1.75B11,1502024
053XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEESTraditionalDB$84.3M1,7162024
203XYLEM BELL & GOSSETT SAVINGS PLAN FOR HOURLY EMPLOYEES401k$21.6M3372024
209XYLEM GOULDS PUMPS RETIREMENT SAVINGS AND INVESTMENT PLAN401k$16.5M2072024
226XYLEM STANDARD XCHANGE SAVINGS PLAN FOR HOURLY EMPLOYEES401k$9.4M1672024
008SENSUS USA INC. UNION 401(K) PLAN401k$8.3M9512024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501XYLEM CORPORATE WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$26.8M15,6672025
505XYLEM BELL & GOSSETT RETIREE MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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