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  2. Exactera LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
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Filings through Oct 24, 2026.

Exactera LLC

EIN 47-5608400-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Health & Benefits
1
$897K premiums
Participants
191
520 WHITE PLAINS RD., 2ND FLOOR - TARRYTOWN, NY 10591646-767-7342
Plans on this EIN
2 filings
#001401(k)-$4.6M - 104 part#501Fully insured-$897K - 93 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $897K premiums / 93 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$797K
  • Prescription drug$797K
  • Dental$56K
  • Life$35K
  • Short-term disability$35K
  • Long-term disability$35K
  • +2 more
Total $897K8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

EXACTERA RETIREMENT SAVINGS PLAN

401(k)

Assets$4.6M
Participants104
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CROSSBORDER TRANSACTIONS, LLC WELFARE BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$897K
Covered lives93
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EXACTERA RETIREMENT SAVINGS PLAN401(k)$4.6M1042025
  • EXACTERA RETIREMENT SAVINGS PLAN$4.6M
    #001 · 401(k) · 2025104

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CROSSBORDER TRANSACTIONS, LLC WELFARE BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$897K932024
  • CROSSBORDER TRANSACTIONS, LLC WELFARE BENEFITS PLAN$897K
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 202493
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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