Back to filter
Original filing (PDF)20250730075309NAL0005122224001
XR TRADING LLC
Form 5500
FILING_RECEIVED
XR TRADING FLEXIBLE BENEFIT PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XR TRADING LLC.
Plan sponsor
Name
XR TRADING LLC
EIN
74-3046241
Address
550 W JACKSON BLVD · SUITE 1000 · CHICAGO, IL · 606615704
Phone
(312) 244-4500
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANAD | 38-1082080 | — | N/A | $1K | — |
| BLUE CROSS BLUE SHIELD OF ILLINIOS | 36-1236610 | — | N/A | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using SUN LIFE ASSURANCE COMPANY OF CANAD
SOUTHWEST AIRLINES PILOTS ASSOCIATION
SOUTHWEST AIRLINES PILOTS' ASSOCIATION MEDICAL AND DENTAL PLAN FOR SPECIFIED PILOTS
$11.9M · 10,543 participants
GLATFELTER INSURANCE GROUP
GLATFELTER INSURANCE GROUP ASSOCIATE HEALTH AND WELFARE PLAN
$369K · 431 participants
ATLANTA RESTAURANT PARTNERS
ATLANTA RESTAURANT PARTNERS
— · 313 participants
SAVANNAH COLLEGE OF ART AND DESIGN
SAVANNAH COLLEGE OF ART AND DESIGN COMPREHENSIVE HEALTH AND WELFARE WRAP PLAN
— · 1,738 participants
RAIN CII CARBON LLC
RAIN CII CARBON LLC ACCIDENT PLAN
— · 234 participants
NAPHCARE, INC.
NAPHCARE, INC. HEALTH AND WELFARE PLAN
— · 6,628 participants
Similar-size Finance & Insurance plans
LOMBARDI & LOMBARDI THE NEXT G
LOMBARDI & LOMBARDI THE NEXT G 401 (K) PROFIT SHARING PLAN & TRUST
$0
ASPIRE COMMODITIES HOLDING COMPANY, LLC
ASPIRE COMMODITIES HOLDING COMPANY 401(K) PLAN
$0
T. ANTON INVESTMENT HOUSE, INC.
T. ANTON INVESTMENT HOUSE 401(K) PLAN
$0
PATTERSON SMITH ASSOCIATES
PSA 401(K) PROFIT SHARING PLAN
$0
BOHLMANN HOLDINGS INC
BOULEVARD BISTRO 401K PLAN
$0
MOUNTAIN GROUP CAPITAL, LLC
LBMC EMPLOYMENT PARTNERS, LLC 401(K) PROFIT SHARING PLAN
$0
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B