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Sponsor portfolioWelfare / HealthEIN 20-5469297
INDEX EXCHANGE USA, LLC
20 W 22ND ST · NEW YORK, NY 100105804
2126477575
- Plans filed
- 2
- Years active
- 2019–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$947K
No prior year
Persons covered
259
No prior year
Total participants
132
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $817K | 61.1% | |
| Life | $130K | 9.7% | |
| Short-term disability | $130K | 9.7% | |
| Long-term disability | $130K | 9.7% | |
| Other | $130K | 9.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $817K | 86.3% | 1 | 2 | 259 |
EIN 135123390 | LSTDLTDOth | $130K | 13.7% | 1 | 1 | 131 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AARON BERG | MOUNT ARLINGTON, NJ | UNITEDHEALTHCARE INSURANCE COMPANY | $34K | $0 | $34K | 50.8% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY | $26K | $7K | $33K | 49.2% | 1 |
History & trajectory
7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan