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Sponsor portfolio

XR TRADING LLC

EIN 74-3046241-capital markets-Latest filing 2025
Plans
2
Retirement
1
$48.6M assets
Welfare
1
$2.1M premiums
Participants
254
550 W JACKSON BLVD, SUITE 1000 - CHICAGO, IL 606615704312-244-4500xrtrading.comLinkedIn51-200 employeescapital markets
Plans on this EIN
2 filings
#001401k-$48.6M - 168 part#501Fully Insured-$2.1M - 254 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$180K
  • Vision$180K
  • Life$180K
  • Long-term disability$180K
  • Other$180K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • J J DOORHY BENEFITS GROUP55%
  • STERN INSURANCE GROUP INC30%
  • PARAGON PARTNERS LTD8%
  • WORLD INSURANCE ASSOCIATES LLC6%
Total $98K4 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

XR TRADING LLC 401(K) PLAN

401k

Assets$48.6M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

XR TRADING FLEXIBLE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.1M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001XR TRADING LLC 401(K) PLAN401k$48.6M1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501XR TRADING FLEXIBLE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.1M2542025
Retirement plans
Welfare plans
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