Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$12.4M
- Health$11.5M
- Prescription drug$11.5M
- Short-term disability$1.1M
- Dental$826K
- Vision$826K
- +2 more
Sponsor portfolio
HX5, LLC
EIN 56-2468829management consultingLatest filing 2025
Plans
2
Retirement
1
$112.9M assets
Welfare
1
$13.2M premiums
Participants
2,457
212 EGLIN PARKWAY SE - FORT WALTON, FL 32548850-362-6551hxfive.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13.2M premiums / 1,252 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
82%top
- M.E. WILSON COMPANY, LLC82%
- MARK S METTILLE12%
- STEALTH PARTNER GROUP LLC5%
- NORTH AMERICAN BENEFITS COMPANY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HX5, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$112.9M
Participants1,461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HX5, LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$13.2M
Covered lives1,252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HX5, LLC 401(K) PROFIT SHARING PLAN | 401k | $112.9M | 1,461 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HX5, LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $13.2M | 1,252 | 2025 |
Retirement plans
Welfare plans