Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Dental$286K
- Long-term disability$46K
- Life$23K
- Other$23K
Filings through .
Excel Engineering, Inc.
EIN 39-1689347architecture & planningLatest filing 2025
Plans
2
Retirement
1
$98.1M assets
Health & Benefits
1
$2.9M premiums
Participants
632
100 CAMELOT DRIVE - FOND DU LAC, WI 54935920-926-9800excelengineer.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.9M premiums / 337 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$98.1M
Participants396
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
EXCEL ENGINEERING, INC. GROUP INSURANCE PLAN
Mixed - DEAN HEALTH PLAN INC
Premiums$2.9M
Covered lives337
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $98.1M | 396 | 2025 |
- #001 · 401(k) · 2025396
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | EXCEL ENGINEERING, INC. GROUP INSURANCE PLAN | Mixed | DEAN HEALTH PLAN INC | $2.9M | 337 | 2025 |
- #502 · Mixed · DEAN HEALTH PLAN INC · 2025337
Retirement plans
Health & Benefits plans