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Sponsor portfolio

EXCELLA, INC.

EIN 54-2062249-internet-Latest filing 2024
Plans
2
Retirement
1
$47.3M assets
Welfare
1
$3.8M premiums
Participants
799
2300 WILSON BLVD, SUITE 630 - ARLINGTON, VA 22201703-840-8600excella.comLinkedIn201-500 employeesinternet
Plans on this EIN
2 filings
#001401k-$47.3M - 462 part#501Fully Insured-$3.8M - 645 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 645 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Dental$210K
  • Life$210K
  • Short-term disability$210K
  • Long-term disability$210K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $187K1 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

EXCELLA, INC. 401(K) PLAN

401k

Assets$47.3M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXCELLA EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.8M
Covered lives645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXCELLA, INC. 401(K) PLAN401k$47.3M4622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXCELLA EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.8M6452024
Retirement plans
Welfare plans
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