Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$817K
- Life$130K
- Short-term disability$130K
- Long-term disability$130K
- Other$130K
Sponsor portfolio
INDEX EXCHANGE USA, LLC
EIN 20-5469297Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$947K premiums
Participants
307
20 W 22ND ST - NEW YORK, NY 100105804212-647-7575
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $947K premiums / 259 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Broker market share
Schedule A broker compensation
51%top
- AARON BERG51%
- CENTERSTONE INSURANCE AND FINANCIAL49%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INDEX EXCHANGE USA, LLC 401K PLAN
401k
Assets$15.7M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INDEX EXCHANGE USA, LLC WRAP PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$947K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDEX EXCHANGE USA, LLC 401K PLAN | 401k | $15.7M | 175 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INDEX EXCHANGE USA, LLC WRAP PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $947K | 259 | 2025 |
Retirement plans
Welfare plans