Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$348K
- Life$266K
- Short-term disability$266K
- Long-term disability$266K
- Dental$205K
- Vision$205K
Sponsor portfolio
INTERCHANGE GROUP, INC.
EIN 54-1965308warehousingLatest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$553K premiums
Participants
846
1346 PLEASANTS DRIVE, SUITE 6 - HARRISONBURG, VA 228013852540-433-1900interchangeco.comLinkedIn201-500 employeeswarehousing
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $553K premiums / 553 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- HARTFORD LIFE AND ACCIDENT48%
- ANTHEM LIFE INSURANCE COMPANY37%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY13%
- ESI EMPLOYEE ASSISTANCE GROUP2%
Broker market share
Schedule A broker compensation
55%top
- LAYMAN DIENER & BORNTRAGER INS55%
- JAMES R NELLIGAN & ASSOCIATES LLC27%
- LONA BISHOP14%
- MARSH & MCLENNAN AGENCY LLC2%
- BH PREFERRED LLC1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTERCHANGE GROUP, INC. 401(K) PLAN
401k
Assets$11.3M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
INTERCHANGE GROUP, INC. HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$553K
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTERCHANGE GROUP, INC. 401(K) PLAN | 401k | $11.3M | 401 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | INTERCHANGE GROUP, INC. HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $553K | 553 | 2024 |
Retirement plans
Welfare plans