Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Dental$286K
- Long-term disability$46K
- Life$23K
- Other$23K
Sponsor portfolio
EXCEL ENGINEERING, INC.
EIN 39-1689347architecture & planningLatest filing 2025
Plans
2
Retirement
1
$80.5M assets
Welfare
1
$2.9M premiums
Participants
598
100 CAMELOT DRIVE - FOND DU LAC, WI 54935920-926-9800excelengineer.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 337 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- DEAN HEALTH PLAN INC87%
- DELTA DENTAL OF CALIFORNIA10%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
97%top
- 5G BENEFITS LLC97%
- TONY GOEBEL/5G BENEFITS, LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$80.5M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EXCEL ENGINEERING, INC. GROUP INSURANCE PLAN
Mixed - DEAN HEALTH PLAN INC
Premiums$2.9M
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $80.5M | 362 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EXCEL ENGINEERING, INC. GROUP INSURANCE PLAN | Mixed | DEAN HEALTH PLAN INC | $2.9M | 337 | 2025 |
Retirement plans
Welfare plans