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Sponsor portfolio

EXLSERVICE HOLDINGS, INC.

EIN 94-3326476-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$204.8M assets
Welfare
1
$4.1M premiums
Participants
5,501
10 EXCHANGE PLACE, 22ND FLOOR - JERSEY CITY, NJ 07302201-748-4700
Plans on this EIN
2 filings
#001401k-$204.8M - 2,898 part#501Fully Insured-$4.1M - 3,666 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 3,666 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$2.3M
  • Short-term disability$2.3M
  • Long-term disability$2.3M
  • Dental$1.4M
  • Vision$362K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA56%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY33%
  • EYEMED VISION CARE9%
  • LEGALPLANS, USA2%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $234K1 slice

Plan deep-dives

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

EXLSERVICE 401(K) PLAN

401k

Assets$204.8M
Participants2,898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXLSERVICE WELFARE BENEFITS PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$4.1M
Covered lives3,666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXLSERVICE 401(K) PLAN401k$204.8M2,8982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXLSERVICE WELFARE BENEFITS PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$4.1M3,6662024
Retirement plans
Welfare plans
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