Excellus Retirement Plan — Form 5500 plan (Excellus Health Plan, Inc.)
Plain-English plan 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, Excellus Retirement Plan is a benefit plan reported by Excellus Health Plan, Inc. under EIN 15-0329043 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,632 participants and $787,242,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excellus Health Plan, Inc.
- EIN
- 15-0329043
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 4,632
- End-of-year plan assets
- $787,242,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,632 | H, C | 20241009164526NAL0010852531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $787,242,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $787,242,311
- Net assets (BOY)
- $782,449,256
Income & contributions
- Total contributions
- $0
- Total income / additions
- $62,113,168
Expenses & distributions
- Benefits paid
- $55,358,904
- Administrative expenses
- $1,961,209
- Total expenses
- $57,320,113
- Net increase / (decrease)
- $4,793,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management | INVESTMENT MGMT | $612,694 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Association | PLAN ADMIN | $338,883 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $194,901 | not reported in the loaded dataset | 2023 |
| Grant Thornton, Llp | ACCOUNTING | $91,189 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | INVESTMENT MGMT | $69,979 | not reported in the loaded dataset | 2023 |
| Metlife Insurance | INVESTMENT | $52,966 | not reported in the loaded dataset | 2023 |
| Aon Consulting | ACTURIAL | $52,506 | not reported in the loaded dataset | 2023 |
| Nomura Corporate | INVESTMENT MGMT | $27,214 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | INVESTMENT MGMT | $26,505 | not reported in the loaded dataset | 2023 |
| L&S Ventures | CONSULTING | $18,123 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance L.P. | OTHER INV FEES,EXPENSES | $17,183 | not reported in the loaded dataset | 2023 |
| Morningstar, Inc. | OTHER INV FEES, EXPENSES | $10,149 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excellus Health Plan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Mercer Investment Management — Schedule C compensation
- Blue Cross Blue Shield Association — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Grant Thornton, Llp — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Metlife Insurance — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Nomura Corporate — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- L&S Ventures — Schedule C compensation
- Bloomberg Finance L.P. — Schedule C compensation
- Morningstar, Inc. — Schedule C compensation