PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMERICAN EXCELSIOR COMPANY
Sponsor portfolio

AMERICAN EXCELSIOR COMPANY

EIN 75-1492124-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$719K premiums
Participants
1,072
850 AVENUE H E - ARLINGTON, TX 760117720817-385-3500americanexcelsior.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#003401k-$31.6M - 602 part#502Mixed-$719K - 468 lives

Benefits portfolio analytics

1 plan / $719K premiums / 468 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$481K
  • Life$464K
  • Short-term disability$464K
  • Long-term disability$464K
  • Dental$195K
  • Vision$42K
Total $719K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • HARTFORD LIFE AND ACCIDENT65%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
  • VISION SERVICE PLAN6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $719K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • ROBERTS & CROW INC0%
Total $56K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AMERICAN EXCELSIOR COMPANY 401(K) SAVINGS PLAN

401k

Assets$31.6M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMERICAN EXCELSIOR COMPANY EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$719K
Covered lives468
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003AMERICAN EXCELSIOR COMPANY 401(K) SAVINGS PLAN401k$31.6M6022025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMERICAN EXCELSIOR COMPANY EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$719K4682025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica