Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$1.5M
- Prescription drug$1.5M
- Life$81K
- Short-term disability$81K
- Long-term disability$81K
- +2 more
Sponsor portfolio
OPEN EXCHANGE, INC.
EIN 26-4137415InformationLatest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$1.6M premiums
Participants
269
6 LIBERTY SQUARE, #2272 - BOSTON, MA 02109475-207-3384
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 148 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPEN EXCHANGE, INC. 401(K) PLAN
401k
Assets$8.8M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPENEXCHANGE, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.6M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPEN EXCHANGE, INC. 401(K) PLAN | 401k | $8.8M | 179 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPENEXCHANGE, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. | $1.6M | 148 | 2024 |
Retirement plans
Welfare plans