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Sponsor portfolio

PAR EXCELLENCE SYSTEMS, INC.

EIN 31-1364116-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$1.3M premiums
Participants
454
11500 NORTHLAKE DRIVE, SUITE 135 - CINCINNATI, OH 45249513-936-9744parexcellence.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$14.0M - 190 part#501Fully Insured-$1.3M - 264 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Other$133K
  • Dental$73K
  • Vision$73K
  • Life$57K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • COMMUNITY INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MARSH & MCLENNAN AGENCY LLC82%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS8%
  • MARK S METTILLE7%
  • GIS BENEFITS INC3%
  • GIS NATIONAL1%
Total $53K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PAR EXCELLENCE 401(K) PLAN

401k

Assets$14.0M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PAR EXCELLENCE EMPLOYEE BENEFIT PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.3M
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAR EXCELLENCE 401(K) PLAN401k$14.0M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PAR EXCELLENCE EMPLOYEE BENEFIT PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.3M2642024
Retirement plans
Welfare plans
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