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Sponsor portfolioWelfare / HealthEIN 56-1894364
EXCEL PROPERTY MANAGEMENT, INC.
1004 BULLARD COURT, SUITE 106 · RALEIGH, NC 27615
9198780522
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
444
No prior year
Total participants
0
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$1.0M
EXCEL PROPERTY MANAGEMENT, INC. GROUP MEDICAL PLAN
Fully insured130 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF NORTH CAROLINA
Plan #502$80K
EXCEL PROPERTY MANAGEMENT, INC. GROUP DENTAL AND VISION PLAN
Fully insured158 covered·2 carriers
Primary: COMPANION LIFE INSURANCE COMPANY
Plan #503$40K
EXCEL PROPERTY MANAGEMENT, INC. GROUP LIFE AND DISABILITY PLAN
Fully insured156 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.0M | 86.6% | |
| Dental | $68K | 5.7% | |
| Life | $40K | 3.4% | |
| Long-term disability | $40K | 3.4% | |
| Vision | $12K | 1.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | H | $1.0M | 89.6% | 1 | 1 | 130 |
EIN 570523959 | D | $68K | 5.9% | 1 | 1 | 109 |
EIN 860222062 | LLTD | $40K | 3.5% | 1 | 1 | 156 |
EIN 430949844 | V | $12K | 1.1% | 1 | 1 | 158 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JOHN MCDONNELL | RALEIGH, NC | BLUE CROSS BLUE SHIELD OF NORTH CAROLINA | $24K | $0 | $24K | 70.0% | 1 |
| HOOD HARGETT & ASSOC | CHARLOTTE, NC | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 15.5% | 1 |
| PROGRESSIVE BENEFIT SOLUTIONS LLC | RALEIGH, NC | COMPANION LIFE INSURANCE COMPANY, EYEMED VISION CARE OBO THE FIDELITY SECURITY LIFE INSURANCE COMPANY | $5K | $0 | $5K | 14.5% | 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