Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Life$1.6M
- Other$1.6M
- Short-term disability$39K
- +1 more
Sponsor portfolio
CURRENCY EXCHANGE INTERNATIONAL, CORP.
EIN 26-1126442retailLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$1.7M premiums
Participants
539
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 355 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
51%top
- CENTRAL FLORIDA GROUP SERVICES, INC51%
- UNITED BENEFIT ADVISORS OF FLORIDA49%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CURRENCY EXCHANGE INTERNATIONAL 401K PS PLAN
401k
Assets$10.0M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CURRENCY EXCHANGE INTERNATIONAL, CORP. GROUP PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CURRENCY EXCHANGE INTERNATIONAL 401K PS PLAN | 401k | $10.0M | 321 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CURRENCY EXCHANGE INTERNATIONAL, CORP. GROUP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 355 | 2025 |
Retirement plans
Welfare plans