EXCELLUS HEALTH PLAN INC. 401(k) Plan
What public Form 5500 filings show about the EXCELLUS HEALTH PLAN INC. 401(k) plan — and how to find and check your own account.
The EXCELLUS HEALTH PLAN INC. 401(k) on its latest Form 5500
EXCELLUS HEALTH PLAN INC. (EIN 15-0329043) reports EXCELLUS 401(K) PLAN on its most recent Form 5500, with $871.6M in plan assets across 4,359 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full EXCELLUS HEALTH PLAN INC. filing — schedules, fees, and providers.
Who runs the EXCELLUS HEALTH PLAN INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EXCELLUS HEALTH PLAN INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GRANT THORNTON LLP, NORTHERN TRUST CO, MERCER INVESTMENT MANAGEMENT, BLUE CROSS BLUE SHIELD ASSOCIATION, BLOOMBERG FINANCE L P, SS&C.
How to check your EXCELLUS HEALTH PLAN INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask EXCELLUS HEALTH PLAN INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).