What public Form 5500 filings show about the Excellus Health Plan Inc. 401(k) plan — and how to find and check your own account.
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.
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.
