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Sponsor portfolio

BUFFALO EXCHANGE, LTD.

EIN 86-0354518-retail-Latest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$604K premiums
Participants
1,217
203 E HELEN ST - TUCSON, AZ 85705520-622-2711buffaloexchange.comLinkedIn501-1000 employeesretail
Plans on this EIN
2 filings
#002401k-$8.3M - 868 part#501Mixed-$604K - 378 lives

Benefits portfolio analytics

1 plan / $604K premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$628K
  • Dental$627K
  • Vision$626K
  • Stop-loss$626K
  • Short-term disability$9K
  • Life$6K
Total $644K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
Total $644K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GCG FINANCIAL LLC97%
  • JEANNETTA NICKELSON1%
  • KURZ & VALDEZ BENEFIT ENROLLMENT SO1%
  • BST COMPANIES INC1%
  • JB & H LLC0%
  • +3 more
Total $44K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BUFFALO EXCHANGE LTD. 401(K) PLAN

401k

Assets$8.3M
Participants868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BUFFALO EXCHANGE LTD, WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$604K
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BUFFALO EXCHANGE LTD. 401(K) PLAN401k$8.3M8682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BUFFALO EXCHANGE LTD, WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$604K3782025
Retirement plans
Welfare plans
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