Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	EXCEL PROPERTY MANAGEMENT, INC. GROUP MEDICAL PLAN	Fully Insured	BLUE CROSS BLUE SHIELD OF NORTH CAROLINA	$1.0M	130	2025
502	EXCEL PROPERTY MANAGEMENT, INC. GROUP DENTAL AND VISION PLAN	Fully Insured	COMPANION LIFE INSURANCE COMPANY	$80K	158	2025
503	EXCEL PROPERTY MANAGEMENT, INC. GROUP LIFE AND DISABILITY PLAN	Fully Insured	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	$40K	156	2025

Welfare plans

Sponsor portfolio

EXCEL PROPERTY MANAGEMENT, INC.

EIN 56-1894364real estateLatest filing 2025

Plans

Retirement

Welfare

$1.2M premiums

Participants

1004 BULLARD COURT, SUITE 106 - RALEIGH, NC 27615919-878-0522LinkedIn51-200 employeesreal estate

Plans on this EIN

3 filings

#501Fully Insured-$1.0M - 130 lives #502Fully Insured-$80K - 158 lives #503Fully Insured-$40K - 156 lives

Benefits portfolio analytics

3 plans / $1.2M premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.0M
Dental$68K
Life$40K
Long-term disability$40K
Vision$12K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

90%top

BLUE CROSS OF CALIFORNIA90%
COMPANION LIFE INSURANCE COMPANY6%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
EYEMED VISION CARE1%

Broker market share

Schedule A broker compensation

Split broker

70%top

JOHN MCDONNELL70%
HOOD HARGETT & ASSOC16%
PROGRESSIVE BENEFIT SOLUTIONS LLC14%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Welfare#501