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Sponsor portfolio

SPX ENTERPRISES, LLC

EIN 88-1769617-Manufacturing-Latest filing 2025
Plans
13
Retirement
3
$1.26B assets
Welfare
10
$6.7M premiums
Participants
33,645
6325 ARDREY KELL ROAD, SUITE 400 - CHARLOTTE, NC 28277980-474-3700
Plans on this EIN
13 filings
#005ESOP-$1.10B - 6,818 part#003CashBalance-$151.1M - 4,118 part#206TraditionalDB-$6.1M - 114 part#561Fully Insured-$2.8M - 3,089 lives#514Fully Insured-$1.9M - 3,089 lives#501Mixed-$1.3M - 2,137 lives#513Fully Insured-$735K - 2,974 lives#516Self Funded-0 lives#520Self Funded-0 lives#545Self Funded-0 lives#591Unknown-0 lives#593Self Funded-0 lives#599Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.26B assets / 11,050 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • AND STOCK OWNERSHIP (#005)88%
  • SPX US PENSION (#003)12%
  • HOURLY EMPLOYEES PENSION (#206)0%
Total $1.26BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND STOCK OWNERSHIP (#005)6,818
  • SPX US PENSION (#003)4,118
  • HOURLY EMPLOYEES PENSION (#206)114
Total 11,050Click row to drill in

Benefits portfolio analytics

10 plans / $6.7M premiums / 11,289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.6M
  • Other$3.7M
  • Health$900K
  • Prescription drug$900K
  • Long-term disability$735K
  • Vision$429K
Total $6.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • AFLAC55%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN6%
  • +1 more
Total $6.7M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $310K1 slice

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$1.10B
Participants6,818
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$2.8M
Covered lives3,089
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$1.9M
Covered lives3,089
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$1.3M
Covered lives2,137
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$735K
Covered lives2,974
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

SPX FLEXIBLE SPENDING ACCOUNT PLAN FOR HEALTH CARE EXPENSES

Self Funded

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
Welfare#599

CLYDE UNION, INC. WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
005SPX RETIREMENT SAVINGS AND STOCK OWNERSHIP PLANESOP$1.10B6,8182025
003SPX US PENSION PLANCashBalance$151.1M4,1182024
206PATTERSON-KELLEY HOURLY EMPLOYEES PENSION PLANTraditionalDB$6.1M1142024

Welfare plans10

Plan #NameFundingCarrierPremiumsCoveredLatest year
561SPX COMPREHENSIVE LIFE INSURANCE PLANFully InsuredCONTINENTAL AMERICAN INSURANCE COMPANY$2.8M3,0892025
514SPX ACCIDENTAL DEATH AND DISMEMBERMENT PLANFully InsuredCONTINENTAL AMERICAN INSURANCE COMPANY$1.9M3,0892025
501SPX COMPREHENSIVE MEDICAL CARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.3M2,1372025
513SPX LONG TERM DISABILITY PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$735K2,9742025
516SPX FLEXIBLE SPENDING ACCOUNT PLAN FOR HEALTH CARE EXPENSESSelf Funded-$002025
520SPX RETIREE HEALTH REIMBURSEMENT ACCOUNTSelf Funded-$002025
545SPX SEVERANCE PAY PLANSelf Funded-$002025
591SPX EMPLOYEE ASSISTANCE PLANUnknown-$002025
593SPX SHORT TERM DISABILITY PLANSelf Funded-$002025
599CLYDE UNION, INC. WELFARE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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