Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$193K
- Other$179K
- Life$129K
- Long-term disability$129K
- Vision$33K
Sponsor portfolio
THE RESOURCE EXCHANGE
EIN 84-0532684individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$406K premiums
Participants
824
6385 CORPORATE DRIVE, SUITE 100 - COLORADO SPRINGS, CO 80919719-380-1100tre.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $406K premiums / 544 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- DELTA DENTAL OF CALIFORNIA48%
- LIFE INSURANCE COMPANY OF NORTH AMERICA32%
- AFLAC10%
- EMBER ASSURANCE, INC.8%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Broker market share
Schedule A broker compensation
83%top
- IMA, INC.83%
- LEXTOR CORPORATION8%
- FREEDOM INSIGHT, LLC3%
- LINDSAY A LIJEWSKI3%
- DAYTON LLC1%
- +3 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
RESOURCE EXCHANGE 401(K) SAVINGS AND INVESTMENT PLAN
401k
Assets$11.9M
Participants493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE RESOURCE EXCHANGE BENEFIT PLAN
Mixed - DELTA DENTAL OF COLORADO
Premiums$406K
Covered lives544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RESOURCE EXCHANGE 401(K) SAVINGS AND INVESTMENT PLAN | 401k | $11.9M | 493 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE RESOURCE EXCHANGE BENEFIT PLAN | Mixed | DELTA DENTAL OF COLORADO | $406K | 544 | 2025 |
Retirement plans
Welfare plans