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Sponsor portfolioWelfare / HealthEIN 26-1126442

CURRENCY EXCHANGE INTERNATIONAL CORP.

6649 WESTWOOD BOULEVARD, SUITE 250 · ORLANDO, FL 32821
4072400224
Plans filed
1
Years active
2019–2026
Industry
NAICS 52
Latest filing
2026
Total premiums (latest)
$1.8M
No prior year
Persons covered
292
No prior year
Total participants
198
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$1.8M
CURRENCY EXCHANGE INTERNATIONAL, CORP. GROUP PLAN
Fully insured292 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.8M20.2%
Health$1.7M19.3%
Dental$1.7M19.3%
Vision$1.7M19.3%
Prescription drug$1.7M19.3%
Life$79K0.9%
Short-term disability$79K0.9%
Long-term disability$79K0.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVOth
$1.7M95.7%11292
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTDOth
$79K4.3%11198

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
UNITED BENEFIT ADVISORS OF FLORIDAWINTER PARK, FLUNITEDHEALTHCARE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$87K$0$87K92.0%1
JORDAN DYNAMICSPALM BEACH GARDENS, FLPRINCIPAL LIFE INSURANCE COMPANY$0$7K$7K7.1%1
BROWN & BROWN INSURANCE SERVICESMAITLAND, FLUNITEDHEALTHCARE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$874$0$8740.9%1

History & trajectory

8 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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