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Filings through Oct 24, 2026.

Excell Marketing, L.C.

EIN 42-1444611-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$31.8M assets
Health & Benefits
1
$2.8M premiums
Participants
895
PO BOX 1297 - DES MOINES, IA 503051297515-244-0300
Plans on this EIN
2 filings
#001401(k)-$31.8M - 541 part#501Mixed-$2.8M - 341 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.8M premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.6M
  • Long-term disability$92K
  • Other$89K
  • Life$70K
  • Vision$24K
  • Short-term disability$13K
Total $2.8M6 rows
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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

EXCELL MARKETING, L.C. PROFIT SHARING PLAN

401(k)

Assets$31.8M
Participants541
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

EXCELL MARKETING, LC EMPLOYEE BENEFITS PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.8M
Covered lives341
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EXCELL MARKETING, L.C. PROFIT SHARING PLAN401(k)$31.8M5412025
  • EXCELL MARKETING, L.C. PROFIT SHARING PLAN$31.8M
    #001 · 401(k) · 2025541

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501EXCELL MARKETING, LC EMPLOYEE BENEFITS PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.8M3412025
  • EXCELL MARKETING, LC EMPLOYEE BENEFITS PLAN$2.8M
    #501 · Mixed · WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · 2025341
Retirement plans
Health & Benefits plans

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