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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
Plan #501$947K
INDEX EXCHANGE USA, LLC WRAP PLAN
Mixed259 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$134K
INDEX EXCHANGE USA LLC WELFARE PLAN
Fully insured103 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$817K61.1%
Life$130K9.7%
Short-term disability$130K9.7%
Long-term disability$130K9.7%
Other$130K9.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$817K86.3%12259
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$130K13.7%11131

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AARON BERGMOUNT ARLINGTON, NJUNITEDHEALTHCARE INSURANCE COMPANY$34K$0$34K50.8%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$26K$7K$33K49.2%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
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