Plan Ledger DOL Form 5500 · updated monthly

Excelligence Learning Corporationbenefits

Excelligence Learning Corporation Health & Welfare Plan · MONTEREY, CA · plan year 2025

Broker compensation reported · 2025
$74,180

Excelligence Learning Corporation's benefits plans covered 625 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $74,180 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $119 per covered person, below the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20256
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dentalpremiums n/a · 306 covered
VISION SERVICE PLAN · visionpremiums n/a · 394 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 625 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 625 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 625 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 625 covered
Brokers & agents paid · 20255
WILLIS TOWERS WATSON INS SVCS$44,107 · incl $3,885 fees
PLANSOURCE BENEFITS ADMIN INC$1,310 · incl $1,310 fees
PLANSOURCE BENEFITS ADMINISTRATION$2,390 · incl $2,390 fees
Also brokered by Wtw5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 770559897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.