Civic Intelligence

The Insurance Exchange Inc.

Plan context: Insurance Exchange Inc. Retirement Plan and Trust

EIN 06-1128195 • Stamford, CT • 16 filings • 2 plans

30 Buxton Farm Rd Ste 120Stamford, CT 06905
Current Snapshot

Latest Year

2013

2013 Participants

10

2013 Assets

$2,149,625

2013 Contributions

$250,898

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,149,625$1,074,813$0199920062013YearValue
$2,149,625Latest year 2013

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160199920062013YearValue
10Latest year 2013

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2013210$2,149,625$250,898$25,090iApproximate average salary by contribution assumption: employee only about $627,245 at 4% or $418,163 at 6%; with 50% employer match about $418,163 at 4% or $278,776 at 6%; with 100% employer match about $313,623 at 4% or $209,082 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-10$2,149,625$123,356$12,336iApproximate average salary by contribution assumption: employee only about $308,390 at 4% or $205,593 at 6%; with 50% employer match about $205,593 at 4% or $137,062 at 6%; with 100% employer match about $154,195 at 4% or $102,797 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-0$0$127,542-
2012110$1,849,628$124,552$12,455iApproximate average salary by contribution assumption: employee only about $311,380 at 4% or $207,587 at 6%; with 50% employer match about $207,587 at 4% or $138,391 at 6%; with 100% employer match about $155,690 at 4% or $103,793 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-10$1,849,628$124,552$12,455iApproximate average salary by contribution assumption: employee only about $311,380 at 4% or $207,587 at 6%; with 50% employer match about $207,587 at 4% or $138,391 at 6%; with 100% employer match about $155,690 at 4% or $103,793 at 6%.
2011110$1,657,175$118,231$11,823iApproximate average salary by contribution assumption: employee only about $295,578 at 4% or $197,052 at 6%; with 50% employer match about $197,052 at 4% or $131,368 at 6%; with 100% employer match about $147,789 at 4% or $98,526 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-10$1,657,175$118,231$11,823iApproximate average salary by contribution assumption: employee only about $295,578 at 4% or $197,052 at 6%; with 50% employer match about $197,052 at 4% or $131,368 at 6%; with 100% employer match about $147,789 at 4% or $98,526 at 6%.
2010111$1,547,385$120,852$10,987iApproximate average salary by contribution assumption: employee only about $274,664 at 4% or $183,109 at 6%; with 50% employer match about $183,109 at 4% or $122,073 at 6%; with 100% employer match about $137,332 at 4% or $91,555 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-11$1,547,385$120,852$10,987iApproximate average salary by contribution assumption: employee only about $274,664 at 4% or $183,109 at 6%; with 50% employer match about $183,109 at 4% or $122,073 at 6%; with 100% employer match about $137,332 at 4% or $91,555 at 6%.
2009111$1,322,818$138,085$12,553iApproximate average salary by contribution assumption: employee only about $313,830 at 4% or $209,220 at 6%; with 50% employer match about $209,220 at 4% or $139,480 at 6%; with 100% employer match about $156,915 at 4% or $104,610 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-11$1,322,818$138,085$12,553iApproximate average salary by contribution assumption: employee only about $313,830 at 4% or $209,220 at 6%; with 50% employer match about $209,220 at 4% or $139,480 at 6%; with 100% employer match about $156,915 at 4% or $104,610 at 6%.
2008110$1,055,890$106,234$10,623iApproximate average salary by contribution assumption: employee only about $265,585 at 4% or $177,057 at 6%; with 50% employer match about $177,057 at 4% or $118,038 at 6%; with 100% employer match about $132,793 at 4% or $88,528 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-10$1,055,890$106,234$10,623iApproximate average salary by contribution assumption: employee only about $265,585 at 4% or $177,057 at 6%; with 50% employer match about $177,057 at 4% or $118,038 at 6%; with 100% employer match about $132,793 at 4% or $88,528 at 6%.
200718$0$0-
Insurance Exchange Inc. Retirement Plan and Trust-8---
200617$990,413$96,247$13,750iApproximate average salary by contribution assumption: employee only about $343,739 at 4% or $229,160 at 6%; with 50% employer match about $229,160 at 4% or $152,773 at 6%; with 100% employer match about $171,870 at 4% or $114,580 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-7$990,413$96,247$13,750iApproximate average salary by contribution assumption: employee only about $343,739 at 4% or $229,160 at 6%; with 50% employer match about $229,160 at 4% or $152,773 at 6%; with 100% employer match about $171,870 at 4% or $114,580 at 6%.
200517$814,202$69,954$9,993iApproximate average salary by contribution assumption: employee only about $249,836 at 4% or $166,557 at 6%; with 50% employer match about $166,557 at 4% or $111,038 at 6%; with 100% employer match about $124,918 at 4% or $83,279 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-7$814,202$69,954$9,993iApproximate average salary by contribution assumption: employee only about $249,836 at 4% or $166,557 at 6%; with 50% employer match about $166,557 at 4% or $111,038 at 6%; with 100% employer match about $124,918 at 4% or $83,279 at 6%.
200417$713,654$85,397$12,200iApproximate average salary by contribution assumption: employee only about $304,989 at 4% or $203,326 at 6%; with 50% employer match about $203,326 at 4% or $135,551 at 6%; with 100% employer match about $152,495 at 4% or $101,663 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-7$713,654$85,397$12,200iApproximate average salary by contribution assumption: employee only about $304,989 at 4% or $203,326 at 6%; with 50% employer match about $203,326 at 4% or $135,551 at 6%; with 100% employer match about $152,495 at 4% or $101,663 at 6%.
200317$580,920$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-7$580,920$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200217$495,914$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-7$495,914$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200116$0$0-
Insurance Exchange Inc. Retirement Plan and Trust-6---
200017$400,153$54,473$7,782iApproximate average salary by contribution assumption: employee only about $194,546 at 4% or $129,698 at 6%; with 50% employer match about $129,698 at 4% or $86,465 at 6%; with 100% employer match about $97,273 at 4% or $64,849 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-7$400,153$54,473$7,782iApproximate average salary by contribution assumption: employee only about $194,546 at 4% or $129,698 at 6%; with 50% employer match about $129,698 at 4% or $86,465 at 6%; with 100% employer match about $97,273 at 4% or $64,849 at 6%.
199917$339,054$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Insurance Exchange Inc. Retirement Plan and Trust-7$339,054$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.