SPX Enterprises, LLC
Overview
SPX Enterprises, LLC sponsors a self-funded health plan that covered 831 participants in plan year 2025, down 10% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 831 · prior year 923
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- SPX Retiree Health Reimbursement Account, plan 520 (831 participants); SPX Flexible Spending Account Plan for Health Care Expenses, plan 516 (157 participants); Clyde Union, Inc. Welfare Benefit Plan, plan 599 (2 participants)
- Broker compensation
- $310K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Continental American Insurance Company | Life | 3,089 | $3.7M | $242K |
| Metropolitan Life Insurance Company | Life | 780 | $914K | — |
| Kaiser Foundation Health Plan, Inc. | Medical, Prescription drug, HMO | 58 | $900K | $25K |
| Lincoln National Life Insurance Company | Long-term disability | 2,974 | $735K | $20K |
| Vision Service Plan | Vision | 2,137 | $429K | $21K |
| National Union Fire Insurance Company of Pittsburgh, PA | Accidental Death and Dismemberment | 2,557 | $10K | $2K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 831 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- SPX Enterprises, LLC
- Sponsor EIN
- 88-1769617
- Plan numbers
- 520, 516, 599
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 88-1769617 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- SPX Retirement Savings and Stock Ownership Plan
- Type
- 401(k) plan
- Participants
- 6,831
About this data
Source: SPX Enterprises, LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with SPX Enterprises, LLC.