Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EXEL INC.
EIN 04-2801160Transportation and WarehousingLatest filing 2024
Plans
3
Retirement
2
$1.24B assets
Welfare
1
$16.1M premiums
Participants
79,209
360 WESTAR BLVD - WESTERVILLE, OH 430827627614-865-8500
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.24B assets / 40,274 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $16.1M premiums / 48,752 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$7.3M
- Other$7.3M
- Long-term disability$4.9M
- Vision$3.8M
Carrier market share
Premium dollars by Schedule A carrier
80%top
- METROPOLITAN LIFE INSURANCE COMPANY80%
- VISION SERVICE PLAN20%
Broker market share
Schedule A broker compensation
81%top
- ALLIANT INSURANCE SERVICES, INC.81%
- BSC AGENCY LLC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUPPLY CHAIN RETIREMENT SAVINGS PLAN
401k
Assets$1.21B
Participants39,585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
EXEL 401(K) SAVINGS PLAN
401k
Assets$27.0M
Participants689
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
SUPPLY CHAIN GROUP BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$16.1M
Covered lives48,752
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUPPLY CHAIN RETIREMENT SAVINGS PLAN | 401k | $1.21B | 39,585 | 2024 | |
| 003 | EXEL 401(K) SAVINGS PLAN | 401k | $27.0M | 689 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | SUPPLY CHAIN GROUP BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $16.1M | 48,752 | 2024 |
Retirement plans
Welfare plans