Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
XPO LOGISTICS, INC.
EIN 94-1444798Transportation and WarehousingLatest filing 2024
Plans
6
Retirement
4
$3.39B assets
Welfare
2
$19.8M premiums
Participants
51,866
PO BOX 3680 - PORTLAND, OR 97209800-233-0600
Retirement portfolio analytics
4 plans aggregated / $3.39B assets / 28,914 participantsParticipants by plan
Active + retired + deferred vested
- XPO PENSION (#005)20,788
Benefits portfolio analytics
2 plans / $19.8M premiums / 22,423 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$9.2M
- Other$5.0M
- Vision$2.9M
- Long-term disability$2.7M
Carrier market share
Premium dollars by Schedule A carrier
66%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY66%
- AFLAC16%
- VISION SERVICE PLAN15%
- ARAG INSURANCE COMPANY3%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
62%top
- MARSH & MCLENNAN AGENCY LLC62%
- AMERICAN BENEFITS AND COMPENSATION38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
XPO LOGISTICS RETIREMENT SAVINGS PLAN
ESOP
Assets$1.89B
Participants8,107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
XPO PENSION PLAN
TraditionalDB
Assets$1.51B
Participants20,788
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015
XPO LOGISTICS PERSONAL SAVINGS PLAN
ESOP
Assets$217K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016
XPO LOGISTICS, INC. PUERTO RICO SAVINGS PLAN
ProfitSharing
Assets$128K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
XPO BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$19.8M
Covered lives22,355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#532
CON-WAY RETIREE BENEFIT PLAN
Mixed - VISION SERVICE PLAN
Premiums$9K
Covered lives68
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | XPO LOGISTICS RETIREMENT SAVINGS PLAN | ESOP | $1.89B | 8,107 | 2024 | |
| 005 | XPO PENSION PLAN | TraditionalDB | $1.51B | 20,788 | 2024 | |
| 015 | XPO LOGISTICS PERSONAL SAVINGS PLAN | ESOP | $217K | 10 | 2024 | |
| 016 | XPO LOGISTICS, INC. PUERTO RICO SAVINGS PLAN | ProfitSharing | $128K | 9 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | XPO BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19.8M | 22,355 | 2024 | |
| 532 | CON-WAY RETIREE BENEFIT PLAN | Mixed | VISION SERVICE PLAN | $9K | 68 | 2024 |
Retirement plans
Welfare plans