Excellus Retirement Plan
Sponsored by Excellus Health Plan, Inc. · EIN 150329043 · Plan #001
- Total assets
- $747M
- Net assets
- $747M
- Active participants
- 1,912
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investment Management | Investment management fees (direct) | $810,561 |
| Blue Cross Blue Shield Association | Plan administrator | $335,822 |
| Northern Trust Co | Trustee (institutional) | $212,756 |
| Plante & Moran, Pllc | Accounting | $96,560 |
| Aon Consulting | Actuarial | $46,814 |
| Bloomberg Finance L.P. | Other investment fees and expenses | $18,197 |
| L&S Ventures | Consulting (pension) | $10,331 |
| Grant Thornton, Llp | Accounting | $9,597 |