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401k Sponsoring company profile

EXCELLUS HEALTH PLAN INC. has sponsored the creation of one or more 401k plans.

Company Name:EXCELLUS HEALTH PLAN INC.
Employer identification number (EIN):150329043
NAIC Classification:524140

Additional information about EXCELLUS HEALTH PLAN INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about EXCELLUS HEALTH PLAN INC.

The following addresses have been detected on the 401k submissions:

USA Mailing Address
165 COURT STREET
ROCHESTER
NY
14647
Date first seen: 2007-01-01
Date last seen: 2022-12-31
USA Mailing Address
165 COURT ST
ROCHESTER
NY
146470001
Date first seen: 2016-07-26
Date last seen: 2019-07-24
USA Mailing Address
280 KENNETH DRIVE
SUITE 100
ROCHESTER
NY
14623
Date first seen: 2008-01-01
Date last seen: 2023-12-31
USA Location Address
165 COURT STREET
ROCHESTER
NY
14647
Date first seen: 2007-01-01
Date last seen: 2022-12-31

Plan Sponsor Events

Sponsoring Company Events

DateDescription
2022-07-26150329043 Change of plan name detected from EXCELLUS HEALTH AND DENTAL PLAN to EXCELLUS HEALTH AND WELFARE PLAN for plan ID 502
2021-07-26150329043 Change of name detected from EFPR GROUP LLP to EXCELLUS HEALTH PLAN INC.
2021-05-28150329043 Change of name detected from EXCELLUS HEALTH PLAN INC to EFPR GROUP LLP

EXCELLUS HEALTH PLAN INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
502EXCELLUS HEALTH AND WELFARE PLAN2014-01-01 1935-12-31
001EXCELLUS RETIREMENT PLAN2015-01-01 1957-01-01
002EXCELLUS 401(K) PLAN2014-01-01 1991-07-01
507EXCELLUS GROUP TERM LIFE INSURANCE PLAN2015-01-01 1954-09-01
509EXCELLUS HEALTH PLAN LONG TERM CARE INSURANCE2015-01-01 1988-01-01
005HEALTHCARE PLAN TAX DEFERRED ANNUITY2015-01-01 1983-07-01
504EXCELLUS HEALTH PLAN TRAVEL INSURANCE PROGRAM2015-01-01 1979-01-01
506EXCELLUS SEPERATION PAY PLAN2009-01-01 1988-08-01
501EFPR GROUP LLP EMPLOYEE BENEFITS PLAN2017-01-01 1992-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2023-08-07Employer Contributions $ 2,500,000
2023-08-07Employee Contributions $ 2,500,000
2023-04-06Employer Contributions $ 20,100,000
2023-04-06Employee Contributions $ 20,100,000
2022-08-12Employer Contributions $ 15,000,000 4352 $ 3,447
2022-08-12Employee Contributions $ 15,000,000 4352 $ 3,447
2020-07-02Employer Contributions $ 100,000,000 144 $ 694,444
2020-07-02Employee Contributions $ 100,000,000 144 $ 694,444
2018-08-27Employer Contributions $ 55,000,000 133 $ 413,534
2018-08-27Employee Contributions $ 55,000,000 133 $ 413,534
2017-09-14Employer Contributions $ 3,100,336 3640 $ 852
2017-09-14Employee Contributions $ 3,100,336 3640 $ 852
2016-09-06Employer Contributions $ 53,000,000 3816 $ 13,889
2016-09-06Employee Contributions $ 53,000,000 3816 $ 13,889
2012-07-05Employer Contributions $ 150,000,000 4603 $ 32,587
2012-07-05Employee Contributions $ 150,000,000 4603 $ 32,587
2012-02-28Employer Contributions $ 41,200,000 4603 $ 8,951
2012-02-28Employee Contributions $ 41,200,000 4603 $ 8,951
2012-01-03Employer Contributions $ 5,100,000 4603 $ 1,108
2012-01-03Employee Contributions $ 5,100,000 4603 $ 1,108
2011-02-04Employer Contributions $ 20,700,000 4462 $ 4,639
2011-02-04Employee Contributions $ 20,700,000 4462 $ 4,639
2011-01-03Employer Contributions $ 7,500,000 4462 $ 1,681
2011-01-03Employee Contributions $ 7,500,000 4462 $ 1,681
2009-04-08Employer Contributions $ 6,600,000 3901 $ 1,692
2009-04-08Employee Contributions $ 6,600,000 3901 $ 1,692
2009-02-18Employer Contributions $ 7,000,000 3901 $ 1,794
2009-02-18Employee Contributions $ 7,000,000 3901 $ 1,794

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