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Sponsor portfolio

EXXEL PACIFIC, INC.

EIN 91-1443056-construction-Latest filing 2025
Plans
3
Retirement
2
$70.3M assets
Welfare
1
$101K premiums
Participants
526
323 TELEGRAPH ROAD - BELLINGHAM, WA 98226360-734-2872exxelpacific.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$38.8M - 182 part#001401k-$31.5M - 190 part#501Mixed-$101K - 154 lives

Retirement portfolio analytics

2 plans aggregated / $70.3M assets / 372 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • EMPLOYEE STOCK OWNERSHIP (#002)55%
  • INC. BENEFIT PLAN (#001)45%
Total $70.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. BENEFIT PLAN (#001)190
  • EMPLOYEE STOCK OWNERSHIP (#002)182
Total 372Click row to drill in

Benefits portfolio analytics

1 plan / $101K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$101K
  • Long-term disability$101K
  • Other$101K
Total $101K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $101K1 slice

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • WATCHTOWER BENEFITS, LLC8%
Total $19K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EXXEL PACIFIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$38.8M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EXXEL PACIFIC, INC. BENEFIT PLAN

401k

Assets$31.5M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXXEL PACIFIC WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$101K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EXXEL PACIFIC, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$38.8M1822024
001EXXEL PACIFIC, INC. BENEFIT PLAN401k$31.5M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXXEL PACIFIC WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$101K1542025
Retirement plans
Welfare plans
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