PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Arc Excess & Surplus, LLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Arc Excess & Surplus, LLC

EIN 11-3367953-insurance-Latest filing 2025
Plans
2
Retirement
2
$57.9M assets
Health & Benefits
0
Participants
399
113 SOUTH SERVICE ROAD - JERICHO, NY 11753516-747-4100arcbrokers.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#002401(k)-$32.6M - 198 part#001Profit-sharing-$25.3M - 201 part

Retirement portfolio analytics

2 plans aggregated / $57.9M assets / 399 participants

Assets by plan

Share of aggregate retirement assets

  • SURPLUS, LLC 401(K) (#002)$32.6M
  • LLC RETIREMENT PLAN (#001)$25.3M
Total $57.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$32.6M
  • (Not disclosed)$25.3M
Total $57.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#001)201
  • SURPLUS, LLC 401(K) (#002)198
Total 399Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ARC EXCESS & SURPLUS, LLC 401(K) PLAN

401(k)

Assets$32.6M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ARC EXCESS & SURPLUS, LLC RETIREMENT PLAN

Profit-sharing

Assets$25.3M
Participants201
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ARC EXCESS & SURPLUS, LLC 401(K) PLAN401(k)$32.6M1982024
#001ARC EXCESS & SURPLUS, LLC RETIREMENT PLANProfit-sharing$25.3M2012025
  • ARC EXCESS & SURPLUS, LLC 401(K) PLAN$32.6M
    #002 · 401(k) · 2024198
  • ARC EXCESS & SURPLUS, LLC RETIREMENT PLAN$25.3M
    #001 · Profit-sharing · 2025201
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica