John Banta signed Excellus Health Plan, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excellus Health Plan, Inc.'s EIN is 15-0329043.
Download the official 2024 Form 5500 (PDF) for Excellus Health Plan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excellus Health Plan, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | INVESTMENT MGMT | $811K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| NATIONAL RETIREMENT TRUST BLUE CROSS AND BLUE SHIELD ASSOC. · EIN 36-6041816 / PN 001 | 103-12 Investment Entity | $746.9M | 100.0% |
| ACTURIAL |
| $47K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST CO | 36-1561860 | — | TRUSTEE | $213K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD ASSOCIATION | 13-5656874 | — | PLAN ADMIN | $336K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTING | $97K | — |
| GRANT THORNTON, LLP | 36-6055558 | — | ACCOUNTING | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLOOMBERG FINANCE L.P. | 06-1818168 | — | OTHER INV FEES,EXPENSES | $18K | — |
| L&S VENTURES | 75-3238476 | — | CONSULTING | $10K | — |
