PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. EXACTERA LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 47-5608400

EXACTERA LLC

805 EXECUTIVE CENTER DRIVE WEST · ST. PETERSBURG, FL 33702
9146183183
Plans filed
1
Years active
2022–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$897K
No prior year
Persons covered
93
No prior year
Total participants
87
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$897K
CROSSBORDER TRANSACTIONS, LLC WELFARE BENEFITS PLAN
Fully insured93 covered·3 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$797K44.3%
Prescription drug$797K44.3%
Dental$56K3.1%
Life$35K1.9%
Short-term disability$35K1.9%
Long-term disability$35K1.9%
Other$35K1.9%
Vision$10K0.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxD
$853K95.0%1293
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$35K3.9%1187
VISION SERVICE PLAN
EIN 363560825
V
$10K1.1%1173

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDJACKSONVILLE, FLVISION SERVICE PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$11K$44K$55K100.0%1

History & trajectory

3 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica