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Sponsor portfolioWelfare / HealthEIN 56-2468829

HX5, LLC

212 EGLIN PARKWAY SE · FORT WALTON, FL 32548
8503626551
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$13.2M
No prior year
Persons covered
1,252
No prior year
Total participants
996
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$13.2M
HX5, LLC HEALTH AND WELFARE PLAN
Fully insured1,252 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$12.4M32.0%
Health$11.5M29.6%
Prescription drug$11.5M29.6%
Short-term disability$1.1M2.8%
Dental$826K2.1%
Vision$826K2.1%
Life$421K1.1%
Long-term disability$236K0.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 630103830
HRxOth
$11.5M86.8%111,252
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$915K6.9%14992
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVSTDOth
$826K6.2%11825

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M.E. WILSON COMPANY, LLCTAMPA, FLUNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$218K$67K$285K82.3%1
MARK S METTILLELANE MORRIS, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$41K$0$41K11.9%1
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZUNITED OF OMAHA LIFE INSURANCE COMPANY$0$19K$19K5.4%1
NORTH FLORIDA FINANCIAL CORPORTALLAHASSE, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1K$0$1K0.4%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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