Excellus Health Plan 401(k) match, vesting and fees
What Excellus Health Plan's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Insero Co. Cpa'S LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Excellus Health Plan: employer contribution per participant | $5,825 | |
| Peer median | $3,354 |
| Excellus Health Plan: average balance | $164,024 | |
| Peer median | $126,365 |
| Excellus Health Plan: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $751M at the end of plan year 2023 to $872M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,388 | $872M | $31M | $5,825 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 5,577 | $751M | $29.8M | $5,365 | 0.04% | Not published | Form 5500 ↗ |
Other Excellus Health Plan plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Healthcare Plan Tax Deferred Annuity
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Excellus Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Plante & Moran, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Excellus Health Plan match 401(k) contributions?
The match terms for the Excellus 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $31M in employer contributions, about $5,825 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Excellus Health Plan 401(k) match vested?
The vesting schedule for the Excellus 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Excellus Health Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is National Employee Benefits Committee.
I left Excellus Health Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Employee Benefits Committee, (312) 297-6000) or the recordkeeper, Fidelity Investments Institutional. The Excellus Health Plan old 401(k) page lists the contacts from every plan filing. Find an old Excellus Health Plan 401(k)
Data from the public Form 5500 annual reports Excellus Health Plan filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Excellus Health Plan. Not financial advice. Report a correction · Methodology