Plan Snapshot
- Plan Sponsor: Excellus Health Plan INC.
- Sponsor EIN: 150329043
- Sponsor Address: 165 COURT STREET, ROCHESTER, NY, 146470001
- Plan Type: 401(k)
- Total Participants: 4,359
- Total Assets: $871.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,359 | $871.6M | $31.0M | $38.3M |
| 2023 | 4,495 | $751.3M | $29.8M | $36.2M |
| 2022 | 4,279 | $618.7M | $26.3M | $32.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| INSERO CO. CPA'S LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO CO. CPA'S LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $253,101 | — | -$300 | — | — |
| 2023 | $246,395 | — | $300 | — | — |
| 2022 | $233,156 | — | — | — | — |