Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$956K
- Other$180K
- Dental$131K
- Vision$131K
- Life$131K
- Short-term disability$131K
- +1 more
Sponsor portfolio
EXCEL MACHINERY, LTD.
EIN 75-2682704machineryLatest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$1.1M premiums
Participants
286
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 129 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA12%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
57%top
- FAIRLY CONSULTING GROUP LLC57%
- RONNIE HAMILTON30%
- WORKSITE MKTG CONCEPTS INC11%
- TIFFANY LOGAN THOMAS2%
- ANTHONY JANET0%
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 MACHINERY, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$8.2M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXCEL MACHINERY, LTD WRAP PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.1M
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN | 401k | $8.2M | 158 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXCEL MACHINERY, LTD WRAP PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.1M | 129 | 2025 |
Retirement plans
Welfare plans