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Sponsor portfolio

EXCELLIGENCE LEARNING CORPORATION

EIN 77-0559897-higher education-Latest filing 2025
Plans
3
Retirement
1
$40.4M assets
Welfare
2
$7.1M premiums
Participants
3,277
20 RYAN RANCH ROAD, SUITE 200 - MONTEREY, CA 93940831-333-5586excelligence.comLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001401k-$40.4M - 1,312 part#501Fully Insured-$7.1M - 625 lives#001Self Funded-0 lives

Benefits portfolio analytics

2 plans / $7.1M premiums / 625 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.6M
  • Dental$6.6M
  • Prescription drug$6.6M
  • Long-term disability$139K
  • Life$131K
  • Short-term disability$100K
  • +2 more
Total $7.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • VISION SERVICE PLAN1%
Total $7.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • WILLIS TOWERS WATSON US LLC95%
  • PLANSOURCE BENEFITS ADMINISTRATION5%
Total $74K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EXCELLIGENCE LEARNING CORPORATION 401(K) PLAN

401k

Assets$40.4M
Participants1,312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXCELLIGENCE LEARNING CORPORATION HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.1M
Covered lives625
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

EXCELLIGENCE LEARNING CORPORATION 401(K) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXCELLIGENCE LEARNING CORPORATION 401(K) PLAN401k$40.4M1,3122024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXCELLIGENCE LEARNING CORPORATION HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.1M6252025
001EXCELLIGENCE LEARNING CORPORATION 401(K) PLANSelf Funded-$002024
Retirement plans
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