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Sponsor portfolio

METALX, LLC

EIN 45-3790057-mining & metals-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$135K premiums
Participants
475
9910 DUPONT CIRCLE DRIVE E, SUITE 200 - FORT WAYNE, IN 46825260-232-3016metalx.netLinkedIn201-500 employeesmining & metals
Plans on this EIN
2 filings
#001401k-$5.4M - 248 part#501Mixed-$135K - 216 lives

Benefits portfolio analytics

1 plan / $135K premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$115K
  • Other$115K
  • Short-term disability$80K
  • Long-term disability$80K
  • Vision$20K
Total $135K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA85%
  • STARMOUNT LIFE INSURANCE COMPANY15%
Total $135K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • NXTGEN, LLC82%
  • JAMES R NELLIGAN & ASSOCIATES LLC18%
Total $27K2 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

METALX, LLC 401(K) PLAN

401k

Assets$5.4M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METALX, LLC HEALTH & WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$135K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001METALX, LLC 401(K) PLAN401k$5.4M2482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METALX, LLC HEALTH & WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$135K2162025
Retirement plans
Welfare plans
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