Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Other$213K
- Dental$207K
- Vision$207K
- Life$207K
- +2 more
Sponsor portfolio
TRAVELEX INSURANCE SERVICES INC.
EIN 47-0804018leisure, travel & tourismLatest filing 2024
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$1.7M premiums
Participants
271
810 NORTH 96TH STREET, SUITE 300 - OMAHA, NE 68114402-491-3200travelexinsurance.comLinkedIn51-200 employeesleisure, travel & tourism
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 201 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITED HEALTHCARE INSURANCE COMPANY87%
- UNITED OF OMAHA LIFE INSURANCE COMPANY12%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
96%top
- HUB INTERNATIONAL MIDWEST LIMITED96%
- ADP INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRAVELEX INSURANCE SERVICES INC. 401(K) PLAN
401k
Assets$7.9M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
TRAVELEX INSURANCE SERVICES, INC. WELFARE BENEFIT PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRAVELEX INSURANCE SERVICES INC. 401(K) PLAN | 401k | $7.9M | 156 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | TRAVELEX INSURANCE SERVICES, INC. WELFARE BENEFIT PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $1.7M | 201 | 2024 |
Retirement plans
Welfare plans