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Benefits brokerage · 2 offices

RELI EXCHANGE, LLC

RELI EXCHANGE, LLC is named as the broker of record on 6 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
6
Carriers
4

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
No city on file—5
SCHAUMBURGIL1

Book profile

RELI EXCHANGE, LLC brokers 6 insured contracts for 2 employers, all in Montana.

Dental is the largest line (4 contracts), followed by health (2), vision (1), life (1).

ALLIED ADMINISTRATORS writes the most contracts in the book (2, about 33%); BLUECROSS BLUESHIELD OF MONTANA, DEARBORN LIFE INSURANCE COMPANY, DELTA DENTAL INSURANCE COMPANY follow.

Renewals concentrate on December 1: 67% of the dated welfare contracts have policy years ending in November, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

dental 4 · health 2 · vision 1 · life 1 · disability 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
BILLINGS FLYING SERVICE, INC.BILLINGS, MTNo city on fileBLUECROSS BLUESHIELD OF MONTANADec 1FY2025
ATOSKE HOLDING COMPANYBOX ELDER, MTNo city on fileBLUECROSS BLUESHIELD OF MONTANAJan 1FY2025
BILLINGS FLYING SERVICE, INC.BILLINGS, MTNo city on fileALLIED ADMINISTRATORSDec 1FY2025
BILLINGS FLYING SERVICE, INC.BILLINGS, MTSCHAUMBURG, ILDEARBORN LIFE INSURANCE COMPANYDec 1FY2025
ATOSKE HOLDING COMPANYBOX ELDER, MTNo city on fileDELTA DENTAL INSURANCE COMPANYJan 1FY2025
Subscriber access
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more contract in RELI EXCHANGE, LLC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)