Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.3M
- Other$79K
- Long-term disability$55K
- Life$52K
- Vision$22K
- Short-term disability$18K
Sponsor portfolio
EXCELL MARKETING, L.C.
EIN 42-1444611Wholesale TradeLatest filing 2024
Plans
2
Retirement
1
$29.6M assets
Welfare
1
$2.5M premiums
Participants
769
PO BOX 1297 - DES MOINES, IA 503051297515-244-0300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 234 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- STANDARD INSURANCE COMPANY6%
- VERATRUS BENEFIT SOLUTIONS1%
Broker market share
Schedule A broker compensation
85%top
- HOLMES MURPHY & ASSOCIATES85%
- AVANT SPECIALTY BENEFITS LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXCELL MARKETING, L.C. PROFIT SHARING PLAN
401k
Assets$29.6M
Participants534
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXCELL MARKETING, LC EMPLOYEE BENEFITS PLAN
Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$2.5M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXCELL MARKETING, L.C. PROFIT SHARING PLAN | 401k | $29.6M | 534 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXCELL MARKETING, LC EMPLOYEE BENEFITS PLAN | Mixed | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $2.5M | 234 | 2024 |
Retirement plans
Welfare plans