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
Filings through .
Index Exchange USA LLC
EIN 20-5469297Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$20.0M assets
Health & Benefits
1
$947K premiums
Participants
303
175 GREENWHICH ST, 39TH FLOOR - NEW YORK, NY 10007437-999-9134
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $947K premiums / 259 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
INDEX EXCHANGE USA LLC 401K PLAN
401(k)
Assets$20.0M
Participants171
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
INDEX EXCHANGE USA, LLC WRAP PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$947K
Covered lives259
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INDEX EXCHANGE USA LLC 401K PLAN | 401(k) | $20.0M | 171 | 2025 |
- #001 · 401(k) · 2025171
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | INDEX EXCHANGE USA, LLC WRAP PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $947K | 259 | 2025 |
- #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025259
Retirement plans
Health & Benefits plans