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Sponsor portfolioWelfare / HealthEIN 88-1769617

SPX ENTERPRISES, LLC

6325 ARDREY KELL ROAD, SUITE 400 · CHARLOTTE, NC 28277
9804743700
Plans filed
10
Years active
2022–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$6.7M
No prior year
Persons covered
11,289
No prior year
Total participants
22,595
No prior year
Plans filed
10
No prior year

Plans under this sponsor

10 plans
Plan #561$2.8M
SPX COMPREHENSIVE LIFE INSURANCE PLAN
Fully insured3,089 covered·2 carriers
Primary: CONTINENTAL AMERICAN INSURANCE COMPANY
Plan #514$1.9M
SPX ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Fully insured3,089 covered·2 carriers
Primary: CONTINENTAL AMERICAN INSURANCE COMPANY
Plan #501$1.3M
SPX COMPREHENSIVE MEDICAL CARE PLAN
Mixed2,137 covered·2 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #513$735K
SPX LONG TERM DISABILITY PLAN
Fully insured2,974 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #516$0
SPX FLEXIBLE SPENDING ACCOUNT PLAN FOR HEALTH CARE EXPENSES
Self-funded0 covered·0 carriers
Plan #520$0
SPX RETIREE HEALTH REIMBURSEMENT ACCOUNT
Self-funded0 covered·0 carriers
Plan #545$0
SPX SEVERANCE PAY PLAN
Self-funded0 covered·0 carriers
Plan #591$0
SPX EMPLOYEE ASSISTANCE PLAN
Unknown0 covered·0 carriers
Plan #593$0
SPX SHORT TERM DISABILITY PLAN
Self-funded0 covered·0 carriers
Plan #599$0
CLYDE UNION, INC. WELFARE BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$4.6M40.9%
Other$3.7M32.9%
Health$900K8.0%
Prescription drug$900K8.0%
Long-term disability$735K6.5%
Vision$429K3.8%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AFLAC
EIN 570514130
LOth
$3.7M55.4%226,178
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
L
$914K13.6%11780
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$900K13.4%1158
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LTD
$735K11.0%112,974
VISION SERVICE PLAN
EIN 061227840
V
$429K6.4%112,137
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$10K0.2%112,557

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INCCHARLOTTE, NCVISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC., LINCOLN NATIONAL LIFE INSURANCE COMPANY, NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA, CONTINENTAL AMERICAN INSURANCE COMPANY$215K$95K$310K100.0%4

History & trajectory

4 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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