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 401(K) Plan is a benefit plan reported by Excellus Health Plan Inc. under EIN 15-0329043 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,487 participants and $751,275,360 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $751,275,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $751,275,360
- Net assets (BOY)
- $618,705,870
Income & contributions
- Employer contributions
- $29,772,776
- Participant contributions
- $36,158,279
- Total contributions
- $71,084,972
- Total income / additions
- $192,559,141
Expenses & distributions
- Benefits paid
- $59,705,461
- Administrative expenses
- $246,395
- Total expenses
- $59,989,651
- Net increase / (decrease)
- $132,569,490