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Sponsor portfolio

EXCHANGERIGHT REAL ESTATE, LLC

EIN 45-4877206-real estate-Latest filing 2025
Plans
3
Retirement
2
$17.1M assets
Welfare
1
$1.7M premiums
Participants
386
1055 E COLORADO BLVD, STE 310 - PASADENA, CA 91106563-613-0380exchangeright.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401k-$11.8M - 165 part#002CashBalance-$5.3M - 78 part#501Fully Insured-$1.7M - 303 lives

Retirement portfolio analytics

2 plans aggregated / $17.1M assets / 243 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • LLC RETIREMENT TRUST (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $17.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • EPIC RETIREMENT PLAN SERVICES69%
  • (Not disclosed)31%
Total $17.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT TRUST (#001)165
  • CASH BALANCE PLAN (#002)78
Total 243Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Other$3K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • BLUE CROSS OF CALIFORNIA100%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $108K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EXCHANGERIGHT REAL ESTATE, LLC RETIREMENT TRUST

401k

Assets$11.8M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EXCHANGERIGHT REAL ESTATE, LLC CASH BALANCE PLAN

CashBalance

Assets$5.3M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXCHANGERIGHT REAL ESTATE, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.7M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EXCHANGERIGHT REAL ESTATE, LLC RETIREMENT TRUST401k$11.8M1652025
002EXCHANGERIGHT REAL ESTATE, LLC CASH BALANCE PLANCashBalance$5.3M782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXCHANGERIGHT REAL ESTATE, LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.7M3032025
Retirement plans
Welfare plans
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