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  2. ARC EXCESS & SURPLUS, LLC
Sponsor portfolio

ARC EXCESS & SURPLUS, LLC

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

Retirement portfolio analytics

2 plans aggregated / $57.9M assets / 399 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • SURPLUS, LLC 401(K) (#002)56%
  • LLC RETIREMENT PLAN (#001)44%
Total $57.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY56%
  • (Not disclosed)44%
Total $57.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#001)201
  • SURPLUS, LLC 401(K) (#002)198
Total 399Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ARC EXCESS & SURPLUS, LLC 401(K) PLAN

401k

Assets$32.6M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ARC EXCESS & SURPLUS, LLC RETIREMENT PLAN

ProfitSharing

Assets$25.3M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ARC EXCESS & SURPLUS, LLC 401(K) PLAN401k$32.6M1982024
001ARC EXCESS & SURPLUS, LLC RETIREMENT PLANProfitSharing$25.3M2012025
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