2023 Form 5500 filing — Excellus Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009164526NAL0010852531001) for Excellus Retirement Plan, reported by Excellus Health Plan, Inc. under EIN 15-0329043 and plan number 001. It reports 4,632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164526NAL0010852531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excellus Health Plan, Inc.
- EIN
- 15-0329043
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 4,632
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $787,242,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $787,242,311
- Total income / additions
- $62,113,168
- Benefits paid
- $55,358,904
- Administrative expenses
- $1,961,209
- Total expenses
- $57,320,113
- Net increase / (decrease)
- $4,793,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management | INVESTMENT MGMT | $612,694 | not reported in the loaded dataset |
| Blue Cross Blue Shield Association | PLAN ADMIN | $338,883 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $194,901 | not reported in the loaded dataset |
| Grant Thornton, Llp | ACCOUNTING | $91,189 | not reported in the loaded dataset |
| Legal & General Investment | INVESTMENT MGMT | $69,979 | not reported in the loaded dataset |
| Metlife Insurance | INVESTMENT | $52,966 | not reported in the loaded dataset |
| Aon Consulting | ACTURIAL | $52,506 | not reported in the loaded dataset |
| Nomura Corporate | INVESTMENT MGMT | $27,214 | not reported in the loaded dataset |
| Pacific Investment Management Co | INVESTMENT MGMT | $26,505 | not reported in the loaded dataset |
| L&S Ventures | CONSULTING | $18,123 | not reported in the loaded dataset |
| Bloomberg Finance L.P. | OTHER INV FEES,EXPENSES | $17,183 | not reported in the loaded dataset |
| Morningstar, Inc. | OTHER INV FEES, EXPENSES | $10,149 | not reported in the loaded dataset |