Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EXCELLUS HEALTH PLAN INC.
EIN 15-0329043Finance and InsuranceLatest filing 2024
Plans
5
Retirement
2
$1.62B assets
Welfare
3
$7.5M premiums
Participants
25,336
Retirement portfolio analytics
2 plans aggregated / $1.62B assets / 9,536 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $7.5M premiums / 7,118 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.9M
- Prescription drug$4.5M
- Life$2.6M
- Other$2.6M
Carrier market share
Premium dollars by Schedule A carrier
65%top
- BLUE CROSS OF CALIFORNIA65%
- RELIASTAR LIFE INSURANCE COMPANY35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EXCELLUS 401(K) PLAN
401k
Assets$871.6M
Participants5,388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EXCELLUS RETIREMENT PLAN
TraditionalDB
Assets$746.9M
Participants4,148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EXCELLUS HEALTH AND WELFARE PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$4.9M
Covered lives1,390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
EXCELLUS GROUP TERM LIFE INSURANCE PLAN
Fully Insured - RELIASTAR LIFE INSURANCE COMPANY OF NEW YORK
Premiums$2.6M
Covered lives5,728
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
EXCELLUS SEPARATION PAY
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EXCELLUS 401(K) PLAN | 401k | $871.6M | 5,388 | 2024 | |
| 001 | EXCELLUS RETIREMENT PLAN | TraditionalDB | $746.9M | 4,148 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EXCELLUS HEALTH AND WELFARE PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $4.9M | 1,390 | 2024 | |
| 507 | EXCELLUS GROUP TERM LIFE INSURANCE PLAN | Fully Insured | RELIASTAR LIFE INSURANCE COMPANY OF NEW YORK | $2.6M | 5,728 | 2024 | |
| 506 | EXCELLUS SEPARATION PAY | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans