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 profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $251K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SS&C | 04-3157927 | — | NONE | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GR CO POOL CL O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $129.8M | 14.9% | |
| SP 500 INDEX PL CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $93.9M | 10.8% | |
| * State Street Target Retirement 2030 Fund \u2013 Class IV | Other securities | — | — | $87.4M | 10.0% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $87.4M | 10.0% | |
| * State Street Target Retirement 2035 Fund \u2013 Class IV | Other securities | — | — | $69.6M | 8.0% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $69.6M | 8.0% | |
| * State Street Target Retirement 2025 Fund \u2013 Class IV | Other securities | — | — | $57.4M | 6.6% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $57.4M | 6.6% | |
| * State Street Target Retirement 2040 Fund \u2013 Class IV | Other securities | — | — | $57.1M | 6.6% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $57.1M | 6.6% | |
| * State Street Target Retirement 2045 Fund \u2013 Class IV | Other securities | — | — | $52.5M | 6.0% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $52.5M | 6.0% | |
| * State Street Target Retirement 2050 Fund \u2013 Class IV | Other securities | — | — | $45.2M | 5.2% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $45.2M | 5.2% | |
| Spartan Extended Market Index Pool - Class F | Other securities | — | — | $43.4M | 5.0% | |
| SP EXT MKT IDX CL F GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $43.4M | 5.0% | |
| * State Street Target Retirement 2055 Fund \u2013 Class IV | Other securities | — | — | $27.2M | 3.1% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $27.2M | 3.1% | |
| DH LARGE CAP FEE L GREAT GRAY TRUST COMPANY, LLC · EIN 20-4705609 / PN 059 | Common Collective Trust | — | — | $27.1M | 3.1% | |
| * State Street Target Retirement 2020 Fund \u2013 Class IV | Other securities | — | — | $18.2M | 2.1% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $18.2M | 2.1% | |
| * FIMM Government Institution | Other securities | — | — | $17.1M | 2.0% | |
| Galliard Stable Return Fund X | Other securities | — | — | $16.3M | 1.9% | |
| GALLIARD STBLE RTN X SEI TRUST COMPANY · EIN 82-6843145 / PN 001 | Common Collective Trust | — | — | $16.3M | 1.9% | |
| BTC TOTAL RETURN L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $15.2M | 1.7% | |
| Harding Loevner International Equity Institutional - Class M | Other securities | — | — | $13.9M | 1.6% | |
| HRDG LVNR INTL EQ M GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $13.9M | 1.6% | |
| *Participant Loans | Participant loans | — | — | $12.4M | 1.4% | |
| * State Street Target Retirement 2060 Fund \u2013 Class IV | Other securities | — | — | $11.8M | 1.3% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $11.8M | 1.3% | |
| Investments - Participant - Directed Brokerage Link Account | Mutual Funds | — | — | $10.9M | 1.3% | |
| * Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $8.7M | 1.0% | |
| Vanguard Total International Stock Market Index Fund | Common Collective Trusts | — | — | $6.8M | 0.8% | |
| VANG IS TOT INTL STK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.8% | |
| * Fidelity Real Estate Investment Fund | Mutual Funds | — | — | $6.7M | 0.8% | |
| * State Street Target Retirement Income Fund \u2013 Class IV | Other securities | — | — | $6.2M | 0.7% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $6.2M | 0.7% | |
| WT SMID CAP RES EQ 4 WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 157 | Common Collective Trust | — | — | $3.4M | 0.4% | |
| Participant-Directed Brokerage Link Account - Common Stock | Self-Directed Brokerage | — | — | $3.3M | 0.4% | |
| * State Street Target Retirement 2065 Fund \u2013 Class IV | Other securities | — | — | $3.0M | 0.3% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| MFS GLOBAL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 008 | Common Collective Trust | — | — | $2.9M | 0.3% | |
| GOVERNMENT FIXED FUND TRANSAMERICA FINANCIAL LIFE INS. CO. · EIN 36-6071399 / PN 009 | Pooled Separate Account | — | — | $2.6M | 0.3% | |
| BlackRock Inflation Protected Fund | Other securities | — | — | $2.5M | 0.3% | |
| * Fidelity Cash Reserves - Participant - Directed Brokerage Link Account | Self-Directed Brokerage | — | — | $2.0M | 0.2% | |
| * Transamerica Partners Large Growth | Other securities | — | — | $777K | <0.1% | |
| * TFLIC Fixed Income Subaccount | Other securities | — | — | $689K | <0.1% | |
| * Transamerica Partners Large Value Opportunities Variable | Other securities | — | — | $596K | <0.1% | |
| * Transamerica Partners Large Core | Other securities | — | — | $552K | <0.1% | |
| * Transamerica Partners Balanced II Variable | Other securities | — | — | $381K | <0.1% |
