Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Prescription drug$1.3M
- Other$77K
- Life$68K
- Long-term disability$67K
- +2 more
Sponsor portfolio
EQUAL EXCHANGE, INC.
EIN 04-2904454food & beveragesLatest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$1.4M premiums
Participants
229
50 UNITED DRIVE - WEST BRIDGEWATER, ME 02379508-555-5555equalexchange.coopLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 165 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
81%top
- UNKNOWN81%
- CROSS INSURANCE17%
- PGIA, INC.2%
- ACCESS ENROLL0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$12.6M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EQUAL EXCHANGE, INC.
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.4M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $12.6M | 152 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EQUAL EXCHANGE, INC. | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.4M | 165 | 2025 |
Retirement plans
Welfare plans