Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Dental$243K
- Vision$243K
- Other$185K
- Life$159K
- Short-term disability$134K
- +1 more
Sponsor portfolio
XPANSIV DATA SYSTEMS, INC
EIN 81-4044972Latest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$3.3M premiums
Participants
461
500 FIFTH AVE., SUITE 26TH - NEW YORK, NY 10110201-923-3980
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 372 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- AETNA LIFE INSURANCE COMPANY87%
- STARMOUNT LIFE INSURANCE COMPANY7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
96%top
- MARSH & MCLENNAN AGENCY LLC96%
- JAMES R NELLIGAN & ASSOCIATES LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
XPANSIV DATA SYSTEMS 401K PLAN
401k
Assets$23.1M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
XPANSIV DATA SYSTEMS, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$3.3M
Covered lives372
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | XPANSIV DATA SYSTEMS 401K PLAN | 401k | $23.1M | 241 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | XPANSIV DATA SYSTEMS, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $3.3M | 372 | 2025 |
Retirement plans
Welfare plans