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Sponsor portfolioWelfare / HealthEIN 26-4137415

OPENEXCHANGE, INC.

177 HUNTINGTON AVENUE, SUITE 1703 · BOSTON, MA 02115
7816261050
Plans filed
1
Years active
2021–2024
Industry
NAICS 51
Latest filing
2024
Total premiums (latest)
$1.6M
No prior year
Persons covered
148
No prior year
Total participants
90
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
OPENEXCHANGE, INC. HEALTH AND WELFARE PLAN
Fully insured148 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M31.0%
Dental$1.5M31.0%
Prescription drug$1.5M31.0%
Life$81K1.7%
Short-term disability$81K1.7%
Long-term disability$81K1.7%
Other$81K1.7%
Vision$9K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HRxD
$1.5M94.4%11148
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$81K5.1%1180
EYEMED VISION CARE
EIN 430949844
V
$9K0.5%11131

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.BOSTON, MABLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC., EYEMED VISON CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., SUN LIFE ASSURANCE COMPANY OF CANADA$43K$9K$52K100.0%1

History & trajectory

4 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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