Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$221K
- Life$221K
- Other$221K
- Vision$23K
Sponsor portfolio
EXCELSIOR WELLNESS
EIN 91-1189908hospital & health careLatest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$248K premiums
Participants
456
3754 WEST INDIAN TRAIL ROAD - SPOKANE, WA 992084736509-559-3100excelsiorwellness.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $248K premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
61%top
- MARSH & MCLENNAN AGENCY LLC61%
- ALLIANT INSURANCE SERVICES, INC.39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EXCELSIOR WELLNESS 403(B) PLAN
ProfitSharing
Assets$5.1M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXCELSIOR WELLNESS
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$248K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EXCELSIOR WELLNESS 403(B) PLAN | ProfitSharing | $5.1M | 295 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXCELSIOR WELLNESS | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $248K | 161 | 2025 |
Retirement plans
Welfare plans