Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.6M
- Health$3.6M
- Dental$3.6M
- Vision$3.6M
- Prescription drug$3.6M
- Life$132K
- +2 more
Filings through .
ENGAGE2EXCEL Inc.
EIN 56-1293970management consultingLatest filing 2025
Plans
2
Retirement
1
$58.2M assets
Health & Benefits
1
$3.8M premiums
Participants
685
P.O. BOX 1843 - STATESVILLE, NC 28687704-872-5231engage2excel.comLinkedIn501-1000 employeesmanagement consulting
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 / $3.8M premiums / 377 covered lives
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- Top carriers and their premium share
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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
ENGAGE2EXCEL INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$58.2M
Participants449
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE THARPE COMPANY, INC. INSURANCE BENEFITS PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$3.8M
Covered lives377
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ENGAGE2EXCEL INC. 401(K) PROFIT SHARING PLAN | 401(k) | $58.2M | 449 | 2025 |
- #001 · 401(k) · 2025449
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE THARPE COMPANY, INC. INSURANCE BENEFITS PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $3.8M | 377 | 2025 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · 2025377
Retirement plans
Health & Benefits plans