Plan Ledger DOL Form 5500 · updated monthly

Excelsior Wellnessbenefits

Excelsior Wellness · SPOKANE, WA · plan year 2024

Broker compensation reported · 2024
$11,404

Excelsior Wellness's benefits plans covered 161 active participants in 2024, providing health · life · dental · vision · other. Insurance brokers and agents were paid $11,404 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $71 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 87% from $86,344 in 2023.

Insurance contracts · 20244
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 154 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 161 covered
VISION SERVICE PLAN · visionpremiums n/a · 152 covered
Brokers & agents paid · 20242
MARSH & MCLENNAN AGENCY LLC$7,511 · incl $1,597 fees
MARSH & MCLENNAN AGENCY$3,893 · incl $388 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 911189908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.