Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPX ENTERPRISES, LLC
EIN 88-1769617ManufacturingLatest filing 2024
Plans
13
Retirement
3
$1.13B assets
Welfare
10
$6.1M premiums
Participants
29,377
6325 ARDREY KELL ROAD, SUITE 400 - CHARLOTTE, NC 28277980-474-3700
Plans on this EIN
13 filings#005ESOP-$969.4M - 6,831 part#003CashBalance-$151.1M - 4,118 part#206TraditionalDB-$6.1M - 114 part#561Fully Insured-$2.5M - 3,139 lives#514Fully Insured-$1.4M - 3,139 lives#501Mixed-$1.2M - 2,085 lives#513Fully Insured-$913K - 2,893 lives#599Fully Insured-$24K - 1 lives#516Unknown-0 lives#520Self Funded-0 lives#545Self Funded-0 lives#591Unknown-0 lives#593Self Funded-0 lives
Retirement portfolio analytics
3 plans aggregated / $1.13B assets / 11,063 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
10 plans / $6.1M premiums / 11,257 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3.9M
- Other$2.9M
- Long-term disability$913K
- Health$823K
- Prescription drug$800K
- Vision$423K
Carrier market share
Premium dollars by Schedule A carrier
46%top
- AFLAC46%
- METROPOLITAN LIFE INSURANCE COMPANY18%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
- KAISER FOUNDATION HEALTH PLAN INC13%
- VISION SERVICE PLAN7%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
- WILLIS TOWERS WATSON US LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
SPX RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN
ESOP
Assets$969.4M
Participants6,831
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SPX US PENSION PLAN
CashBalance
Assets$151.1M
Participants4,118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#206
PATTERSON-KELLEY HOURLY EMPLOYEES PENSION PLAN
TraditionalDB
Assets$6.1M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#561
SPX COMPREHENSIVE LIFE INSURANCE PLAN
Fully Insured - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$2.5M
Covered lives3,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
SPX ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Fully Insured - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$1.4M
Covered lives3,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SPX COMPREHENSIVE MEDICAL CARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$1.2M
Covered lives2,085
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
SPX LONG TERM DISABILITY PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$913K
Covered lives2,893
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#599
CLYDE UNION, INC. WELFARE BENEFIT PLAN
Fully Insured - AETNA HEALTH, INC
Premiums$24K
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
SPX FLEXIBLE SPENDING ACCOUNT PLAN FOR HEALTH CARE EXPENSES
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
SPX RETIREE HEALTH REIMBURSEMENT ACCOUNT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545
SPX SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#591
SPX EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#593
SPX SHORT TERM DISABILITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | SPX RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN | ESOP | $969.4M | 6,831 | 2024 | |
| 003 | SPX US PENSION PLAN | CashBalance | $151.1M | 4,118 | 2024 | |
| 206 | PATTERSON-KELLEY HOURLY EMPLOYEES PENSION PLAN | TraditionalDB | $6.1M | 114 | 2024 |
Welfare plans10
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 561 | SPX COMPREHENSIVE LIFE INSURANCE PLAN | Fully Insured | CONTINENTAL AMERICAN INSURANCE COMPANY | $2.5M | 3,139 | 2024 | |
| 514 | SPX ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | Fully Insured | CONTINENTAL AMERICAN INSURANCE COMPANY | $1.4M | 3,139 | 2024 | |
| 501 | SPX COMPREHENSIVE MEDICAL CARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC. | $1.2M | 2,085 | 2024 | |
| 513 | SPX LONG TERM DISABILITY PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $913K | 2,893 | 2024 | |
| 599 | CLYDE UNION, INC. WELFARE BENEFIT PLAN | Fully Insured | AETNA HEALTH, INC | $24K | 1 | 2024 | |
| 516 | SPX FLEXIBLE SPENDING ACCOUNT PLAN FOR HEALTH CARE EXPENSES | Unknown | - | $0 | 0 | 2024 | |
| 520 | SPX RETIREE HEALTH REIMBURSEMENT ACCOUNT | Self Funded | - | $0 | 0 | 2024 | |
| 545 | SPX SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 591 | SPX EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 | |
| 593 | SPX SHORT TERM DISABILITY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans