Form 5500 · Employee benefit plan · NEW YORK, NY
INDEX EXCHANGE USA, LLC
INDEX EXCHANGE USA, LLC of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is AARON B. BERG. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-5469297 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 129 | December | $30,874 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 131 | September | $23,977 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 259 | December | $5,596 |
Questions
Who is INDEX EXCHANGE USA, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, INDEX EXCHANGE USA, LLC's broker of record is AARON B. BERG.
What insurance carrier does INDEX EXCHANGE USA, LLC use?
INDEX EXCHANGE USA, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.
When does INDEX EXCHANGE USA, LLC's group plan renew?
The most recent Schedule A policy period for INDEX EXCHANGE USA, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INDEX EXCHANGE USA, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.