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Sponsor portfolioWelfare / HealthEIN 42-1444611
EXCELL MARKETING, LC
5501 PARK AVENUE · DES MOINES, IA 50321
5152440300
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
341
No prior year
Total participants
354
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $2.6M | 89.9% | |
| Long-term disability | $92K | 3.2% | |
| Other | $89K | 3.1% | |
| Life | $70K | 2.5% | |
| Vision | $24K | 0.8% | |
| Short-term disability | $13K | 0.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420318333 | SL | $2.6M | 92.2% | 1 | 1 | 206 |
EIN 350472300 | LSTDLTDOth | $193K | 7.0% | 1 | 9 | 341 |
EIN 271584394 | V | $24K | 0.9% | 1 | 1 | 172 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES | DES MOINES, IA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VERATRUS BENEFIT SOLUTIONS., WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $52K | $8K | $60K | 86.1% | 1 |
| AVANT SPECIALTY BENEFITS LLC | WAUKEE, IA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $10K | $10K | 13.9% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan