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Sponsor portfolio

COMMERCIAL REAL ESTATE EXCHANGE, INC.

EIN 47-2718061-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$439K premiums
Participants
793
5510 LINCOLN BOULEVARD, SUITE 400 - LOS ANGELES, CA 90094888-273-0423
Plans on this EIN
2 filings
#001401k-$8.1M - 444 part#501Mixed-$439K - 578 lives

Benefits portfolio analytics

1 plan / $439K premiums / 578 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$439K
  • Dental$324K
  • Vision$324K
  • Life$102K
  • Short-term disability$102K
  • Long-term disability$102K
Total $439K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • ANTHEM LIFE INSURANCE COMPANY97%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • HEALTHJOY0%
Total $439K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MJ INSURANCE100%
  • ABD INS. AND FINANCIAL SVCS., INC.0%
Total $67K2 slices

Plan deep-dives

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

CREXI 401(K) PLAN

401k

Assets$8.1M
Participants444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMERCIAL REAL ESTATE EXCHANGE, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$439K
Covered lives578
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CREXI 401(K) PLAN401k$8.1M4442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMERCIAL REAL ESTATE EXCHANGE, INC. HEALTH & WELFARE BENEFIT PLANMixedANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$439K5782025
Retirement plans
Welfare plans
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