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Sponsor portfolioWelfare / HealthEIN 54-1965308
INTERCHANGE GROUP, INC.
1346 PLEASANTS DRIVE, SUITE 6 · ROCKINGHAM, VA 22801
5404331900
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 49
- Latest filing
- 2024
Total premiums (latest)
$553K
No prior year
Persons covered
553
No prior year
Total participants
445
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $348K | 22.4% | |
| Life | $266K | 17.1% | |
| Short-term disability | $266K | 17.1% | |
| Long-term disability | $266K | 17.1% | |
| Dental | $205K | 13.2% | |
| Vision | $205K | 13.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LSTDLTDOth | $266K | 48.2% | 1 | 1 | 445 |
EIN 540357120 | DV | $205K | 37.1% | 1 | 1 | 553 |
EIN 590781901 | Oth | $70K | 12.6% | 1 | 9 | 60 |
EIN 222762686 | Oth | $12K | 2.2% | 1 | 3 | 295 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LAYMAN DIENER & BORNTRAGER INS | HARRISONBURG, VA | AMERICAN HERITAGE LIFE INSURANCE COMPANY, ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS, HARTFORD LIFE AND ACCIDENT | $34K | $0 | $34K | 55.2% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | HARTFORD LIFE AND ACCIDENT | $0 | $17K | $17K | 27.1% | 1 |
| LONA BISHOP | ROANOKE, VA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9K | $0 | $9K | 14.2% | 1 |
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 1.9% | 1 |
| BH PREFERRED LLC | NASHVILLE, TN | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $514 | $0 | $514 | 0.8% | 1 |
| MARK WARE | MINERAL, VA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $446 | $0 | $446 | 0.7% | 1 |
History & trajectory
10 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