Back to filter
Original filing (PDF)20250811190336NAL0007204689001
EXCELSIOR WELLNESS
Form 5500
FILING_RECEIVED
EXCELSIOR WELLNESS
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
161
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCELSIOR WELLNESS.
Plan sponsor
Name
EXCELSIOR WELLNESS
EIN
91-1189908
Address
3754 WEST INDIAN TRAIL ROAD · SPOKANE, WA · 992084736
Phone
(509) 559-3100
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-08-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JB NOBILITY | — | POST FALLS, ID | GENERAL AGENT | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWS HOLDINGS DBA PINNACLE PEAK AD. | 91-1189908 | — | PLAN ADMINISTRATOR | $82K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROVIDENCE HEALTH PLAN | — | BEAVERTON, OR | CLAIMS PROCESSING/NW/PBM | $105K | — |
| MARSH & MCLENNAN AGENCY LLC | — | RICHLAND, WA | PRODUCER | $44K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using PROVIDENCE HEALTH PLAN
UPTOWN PROVIDERS PC DBA AFC URGENT CARE
UPTOWN PROVIDERS PC DBA AFC URGENT CARE GROUP BENEFITS PLAN
— · 112 participants
GOODWILL INDUSTRIES OF THE COLUMBIA
GOODWILL INDUSTRIES OF THE COLUMBIA GROUP BENEFITS PLAN
— · 279 participants
PATHWAY ENTERPRISES, INC.
PATHWAY ENTERPRISES, INC. EMPLOYEE BENEFITS PLAN
— · 124 participants
Similar-size Health Care & Social Assistance plans
GOOD HEART HOSPICE, LLC
GOOD HEART HOSPICE 401(K) PLAN
$0 · 17 participants
VILLAGE MANOR
VILLAGE MANOR 401(K) PLAN
$0
CANYON PARK ADULT LIVING CENTERS , INC.
CANYON PARK ADULTLIVING CENTERS, INC. 401(K) PLAN
$0
CIMINOCARE
CIMINOCARE 401(K) PROFIT SHARING PLAN AND TRUST
$0
COURTLAND MANOR, INC.
COURTLAND MANOR, INC. 401K PROFIT SHARING PLAN
$0
MAGNOLIA ESTATES OF ELBERTON INC.
MAGNOLIA ESTATES OF ELBERTON INC. GCF BENEFIT PLAN
$0
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants