Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$2.2M
- Vision$2.2M
- Prescription drug$2.2M
- Life$69K
- Short-term disability$69K
- +1 more
Sponsor portfolioTH
MARSHALL EXCELSIOR COMPANY
EIN 38-2155581oil & energyLatest filing 2024
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$2.2M premiums
Participants
318
1506 GEORGE BROWN DRIVE - MARSHALL, MI 49068269-789-6700marshallexcelsior.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 297 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARSHALL EXCELSIOR COMPANY 401(K) PLAN
401k
Assets$6.5M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
MARSHALL EXCELSIOR - CORE PLAN CAFETERIA PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$2.2M
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARSHALL EXCELSIOR COMPANY 401(K) PLAN | 401k | $6.5M | 177 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | MARSHALL EXCELSIOR - CORE PLAN CAFETERIA PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $2.2M | 297 | 2024 |
Retirement plans
Welfare plans