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Sponsor portfolio

EXCEL FITNESS MANAGEMENT COMPANY, LLC

EIN 45-2827954-Latest filing 2025
Plans
2
Retirement
1
$951K assets
Welfare
1
$4.7M premiums
Participants
2,021
1901 WEST BRAKER LANE, SUITE 400 - AUSTIN, TX 78758512-282-0003
Plans on this EIN
2 filings
#001401k-$951K - 1,328 part#501Fully Insured-$4.7M - 3,435 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 3,435 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$4.4M
  • Prescription drug$4.4M
  • Other$279K
  • Vision$225K
  • Life$225K
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • WORKERS ASSISTANCE PROGRAM, INC.1%
Total $4.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $214K1 slice

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 FITNESS MANAGEMENT, LLC 401(K) PLAN

401k

Assets$951K
Participants1,328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXCEL FITNESS MANAGEMENT COMPANY, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$4.7M
Covered lives3,435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXCEL FITNESS MANAGEMENT, LLC 401(K) PLAN401k$951K1,3282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXCEL FITNESS MANAGEMENT COMPANY, LLC WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$4.7M3,4352025
Retirement plans
Welfare plans
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