Civic Intelligence

Excellus Health Plan Inc.

Plan context: Excellus Health Plan Inc. 401K Plan

EIN 15-0329043 • Rochester, NY • 238 filings • 57 plans

1 W Main St Ste 200Rochester, NY 14614-1403
Current Snapshot

Latest Year

2024

2024 Participants

4,373

2024 Assets

$1,618,540,816

2024 Contributions

$73,951,795

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,745,211,076$872,605,538$0199920122024YearValue
$1,618,540,816Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5,5272,7640199920122024YearValue
4,373Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202464,373$1,618,540,816$73,951,795$16,911iApproximate average salary by contribution assumption: employee only about $422,775 at 4% or $281,850 at 6%; with 50% employer match about $281,850 at 4% or $187,900 at 6%; with 100% employer match about $211,387 at 4% or $140,925 at 6%.
Excellus Health Plan Inc. 401K Plan-4,359$871,621,224$73,951,795$16,965iApproximate average salary by contribution assumption: employee only about $424,133 at 4% or $282,755 at 6%; with 50% employer match about $282,755 at 4% or $188,503 at 6%; with 100% employer match about $212,066 at 4% or $141,378 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-1,912$746,919,592--
Severance Pay-4,373---
Life Insurance-4,373---
Healthcare Plan Tax Deferred Annuity-0---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,373---
202354,495$1,538,517,671$71,084,972$15,814iApproximate average salary by contribution assumption: employee only about $395,356 at 4% or $263,571 at 6%; with 50% employer match about $263,571 at 4% or $175,714 at 6%; with 100% employer match about $197,678 at 4% or $131,785 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-2,038$787,242,311--
Excellus Health Plan Inc. 401K Plan-4,495$751,275,360$71,084,972$15,814iApproximate average salary by contribution assumption: employee only about $395,356 at 4% or $263,571 at 6%; with 50% employer match about $263,571 at 4% or $175,714 at 6%; with 100% employer match about $197,678 at 4% or $131,785 at 6%.
Healthcare Plan Tax Deferred Annuity-----
Life Insurance-4,490---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,490---
202274,352$1,401,155,126$85,745,694$19,703iApproximate average salary by contribution assumption: employee only about $492,565 at 4% or $328,377 at 6%; with 50% employer match about $328,377 at 4% or $218,918 at 6%; with 100% employer match about $246,282 at 4% or $164,188 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-2,138$782,449,256$22,600,000$10,571iApproximate average salary by contribution assumption: employee only about $264,266 at 4% or $176,177 at 6%; with 50% employer match about $176,177 at 4% or $117,451 at 6%; with 100% employer match about $132,133 at 4% or $88,089 at 6%.
Excellus Health Plan Inc. 401K Plan-4,279$618,705,870$63,145,694$14,757iApproximate average salary by contribution assumption: employee only about $368,928 at 4% or $245,952 at 6%; with 50% employer match about $245,952 at 4% or $163,968 at 6%; with 100% employer match about $184,464 at 4% or $122,976 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-59---
Severance Pay-4,352---
Healthcare Plan Tax Deferred Annuity-----
Life Insurance-4,352---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,352---
202174,152$1,321,449,173$63,596,967$15,317iApproximate average salary by contribution assumption: employee only about $382,930 at 4% or $255,286 at 6%; with 50% employer match about $255,286 at 4% or $170,191 at 6%; with 100% employer match about $191,465 at 4% or $127,643 at 6%.
Excellus Health Plan Inc. 401K Plan-4,068$748,881,130$48,596,967$11,946iApproximate average salary by contribution assumption: employee only about $298,654 at 4% or $199,103 at 6%; with 50% employer match about $199,103 at 4% or $132,735 at 6%; with 100% employer match about $149,327 at 4% or $99,551 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-2,317$572,568,043$15,000,000$6,474iApproximate average salary by contribution assumption: employee only about $161,847 at 4% or $107,898 at 6%; with 50% employer match about $107,898 at 4% or $71,932 at 6%; with 100% employer match about $80,924 at 4% or $53,949 at 6%.
Life Insurance-4,151---
Long Term Disability-4,151---
Severance Pay-4,151---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,152---
Healthcare Plan Tax Deferred Annuity-----
202083,913$1,199,194,794$225,884,550$57,727iApproximate average salary by contribution assumption: employee only about $1,443,167 at 4% or $962,112 at 6%; with 50% employer match about $962,112 at 4% or $641,408 at 6%; with 100% employer match about $721,584 at 4% or $481,056 at 6%.
Excellus Health Plan Inc. 401K Plan-3,913$660,465,242$40,884,550$10,448iApproximate average salary by contribution assumption: employee only about $261,210 at 4% or $174,140 at 6%; with 50% employer match about $174,140 at 4% or $116,093 at 6%; with 100% employer match about $130,605 at 4% or $87,070 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-2,512$538,729,552$185,000,000$73,646iApproximate average salary by contribution assumption: employee only about $1,841,162 at 4% or $1,227,442 at 6%; with 50% employer match about $1,227,442 at 4% or $818,294 at 6%; with 100% employer match about $920,581 at 4% or $613,721 at 6%.
Efpr Group LLP Employee Benefits Plan-144---
Life Insurance-3,910---
Severance Pay-3,910---
Healthcare Plan Tax Deferred Annuity-----
Long Term Disability-3,910---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-3,639---
201983,928$1,745,211,076$139,059,644$35,402iApproximate average salary by contribution assumption: employee only about $885,054 at 4% or $590,036 at 6%; with 50% employer match about $590,036 at 4% or $393,357 at 6%; with 100% employer match about $442,527 at 4% or $295,018 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-2,703$1,196,974,450$100,000,000$36,996iApproximate average salary by contribution assumption: employee only about $924,898 at 4% or $616,599 at 6%; with 50% employer match about $616,599 at 4% or $411,066 at 6%; with 100% employer match about $462,449 at 4% or $308,299 at 6%.
Excellus Health Plan Inc. 401K Plan-3,928$548,236,626$39,059,644$9,944iApproximate average salary by contribution assumption: employee only about $248,598 at 4% or $165,732 at 6%; with 50% employer match about $165,732 at 4% or $110,488 at 6%; with 100% employer match about $124,299 at 4% or $82,866 at 6%.
Efpr Group LLP Employee Benefits Plan-134---
Life Insurance-3,920---
Severance Pay-3,920---
Healthcare Plan Tax Deferred Annuity-----
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-3,626---
Long Term Disability-3,920---
201883,840$1,326,965,491$71,323,461$18,574iApproximate average salary by contribution assumption: employee only about $464,345 at 4% or $309,564 at 6%; with 50% employer match about $309,564 at 4% or $206,376 at 6%; with 100% employer match about $232,173 at 4% or $154,782 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-2,925$876,105,250$37,000,000$12,650iApproximate average salary by contribution assumption: employee only about $316,239 at 4% or $210,826 at 6%; with 50% employer match about $210,826 at 4% or $140,551 at 6%; with 100% employer match about $158,120 at 4% or $105,413 at 6%.
Excellus Health Plan Inc. 401K Plan-3,838$450,860,241$34,323,461$8,943iApproximate average salary by contribution assumption: employee only about $223,576 at 4% or $149,051 at 6%; with 50% employer match about $149,051 at 4% or $99,367 at 6%; with 100% employer match about $111,788 at 4% or $74,525 at 6%.
Severance Pay-3,840---
Life Insurance-3,840---
Healthcare Plan Tax Deferred Annuity-----
Long Term Disability-3,840---
Efpr Group LLP Employee Benefits Plan-133---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-3,555---
201783,770$1,419,504,042$86,720,617$23,003iApproximate average salary by contribution assumption: employee only about $575,070 at 4% or $383,380 at 6%; with 50% employer match about $383,380 at 4% or $255,587 at 6%; with 100% employer match about $287,535 at 4% or $191,690 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-3,148$939,021,317$55,000,000$17,471iApproximate average salary by contribution assumption: employee only about $436,785 at 4% or $291,190 at 6%; with 50% employer match about $291,190 at 4% or $194,127 at 6%; with 100% employer match about $218,393 at 4% or $145,595 at 6%.
Excellus Health Plan Inc. 401K Plan-3,646$480,482,725$31,720,617$8,700iApproximate average salary by contribution assumption: employee only about $217,503 at 4% or $145,002 at 6%; with 50% employer match about $145,002 at 4% or $96,668 at 6%; with 100% employer match about $108,751 at 4% or $72,501 at 6%.
Efpr Group LLP Employee Benefits Plan-139---
Healthcare Plan Tax Deferred Annuity-----
Life Insurance-3,640---
Severance Pay-3,625---
Long Term Disability-3,625---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-3,770---
201684,195$1,167,920,641$34,230,136$8,160iApproximate average salary by contribution assumption: employee only about $203,994 at 4% or $135,996 at 6%; with 50% employer match about $135,996 at 4% or $90,664 at 6%; with 100% employer match about $101,997 at 4% or $67,998 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-3,363$763,199,251$3,100,336$922iApproximate average salary by contribution assumption: employee only about $23,047 at 4% or $15,365 at 6%; with 50% employer match about $15,365 at 4% or $10,243 at 6%; with 100% employer match about $11,524 at 4% or $7,682 at 6%.
Excellus Health Plan Inc. 401K Plan-4,195$404,721,390$31,129,800$7,421iApproximate average salary by contribution assumption: employee only about $185,517 at 4% or $123,678 at 6%; with 50% employer match about $123,678 at 4% or $82,452 at 6%; with 100% employer match about $92,759 at 4% or $61,839 at 6%.
Healthcare Plan Tax Deferred Annuity-----
Severance Pay-3,624---
Life Insurance-4,015---
Long Term Disability-3,624---
Long Term Care Insurance-0---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-3,816---
201584,378$1,137,745,759$81,706,103$18,663iApproximate average salary by contribution assumption: employee only about $466,572 at 4% or $311,048 at 6%; with 50% employer match about $311,048 at 4% or $207,365 at 6%; with 100% employer match about $233,286 at 4% or $155,524 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-3,446$762,614,742$53,000,000$15,380iApproximate average salary by contribution assumption: employee only about $384,504 at 4% or $256,336 at 6%; with 50% employer match about $256,336 at 4% or $170,891 at 6%; with 100% employer match about $192,252 at 4% or $128,168 at 6%.
Excellus Health Plan Inc. 401K Plan-4,378$375,131,017$28,706,103$6,557iApproximate average salary by contribution assumption: employee only about $163,922 at 4% or $109,282 at 6%; with 50% employer match about $109,282 at 4% or $72,854 at 6%; with 100% employer match about $81,961 at 4% or $54,641 at 6%.
Long Term Disability-3,771---
Severance Pay-3,771---
Life Insurance-4,207---
Long Term Care Insurance-431---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-3,987---
Healthcare Plan Tax Deferred Annuity-0---
201484,294$1,110,143,495$28,561,566$6,652iApproximate average salary by contribution assumption: employee only about $166,288 at 4% or $110,858 at 6%; with 50% employer match about $110,858 at 4% or $73,906 at 6%; with 100% employer match about $83,144 at 4% or $55,429 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-3,495$741,153,606--
Excellus Health Plan Inc. 401K Plan-4,294$368,989,889$28,561,566$6,652iApproximate average salary by contribution assumption: employee only about $166,288 at 4% or $110,858 at 6%; with 50% employer match about $110,858 at 4% or $73,906 at 6%; with 100% employer match about $83,144 at 4% or $55,429 at 6%.
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,097---
Life Insurance-4,219---
Long Term Disability-3,736---
Severance Pay-3,736---
Healthcare Plan Tax Deferred Annuity-0---
Long Term Care Insurance-445---
201384,494$1,036,443,292$26,035,924$5,793iApproximate average salary by contribution assumption: employee only about $144,837 at 4% or $96,558 at 6%; with 50% employer match about $96,558 at 4% or $64,372 at 6%; with 100% employer match about $72,419 at 4% or $48,279 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-3,600$696,483,378--
Excellus Health Plan Inc. 401K Plan-4,494$339,959,914$26,035,924$5,793iApproximate average salary by contribution assumption: employee only about $144,837 at 4% or $96,558 at 6%; with 50% employer match about $96,558 at 4% or $64,372 at 6%; with 100% employer match about $72,419 at 4% or $48,279 at 6%.
Long Term Care Insurance-408---
Severance Pay-3,786---
Life Insurance-4,290---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,019---
Healthcare Plan Tax Deferred Annuity-----
Long Term Disability-3,786---
201284,603$881,517,463$25,329,630$5,503iApproximate average salary by contribution assumption: employee only about $137,571 at 4% or $91,714 at 6%; with 50% employer match about $91,714 at 4% or $61,143 at 6%; with 100% employer match about $68,786 at 4% or $45,857 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-3,687$603,377,481--
Excellus Health Plan Inc. 401K Plan-4,603$278,139,982$25,329,630$5,503iApproximate average salary by contribution assumption: employee only about $137,571 at 4% or $91,714 at 6%; with 50% employer match about $91,714 at 4% or $61,143 at 6%; with 100% employer match about $68,786 at 4% or $45,857 at 6%.
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,243---
Life Insurance-4,354---
Severance Pay-3,905---
Healthcare Plan Tax Deferred Annuity-0---
Long Term Disability-3,905---
Long Term Care Insurance-369---
201184,712$801,021,987$248,684,742$52,777iApproximate average salary by contribution assumption: employee only about $1,319,422 at 4% or $879,615 at 6%; with 50% employer match about $879,615 at 4% or $586,410 at 6%; with 100% employer match about $659,711 at 4% or $439,807 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-3,741$562,400,695$224,500,000$60,011iApproximate average salary by contribution assumption: employee only about $1,500,267 at 4% or $1,000,178 at 6%; with 50% employer match about $1,000,178 at 4% or $666,785 at 6%; with 100% employer match about $750,134 at 4% or $500,089 at 6%.
Excellus Health Plan Inc. 401K Plan-4,712$238,621,292$24,184,742$5,133iApproximate average salary by contribution assumption: employee only about $128,315 at 4% or $85,543 at 6%; with 50% employer match about $85,543 at 4% or $57,029 at 6%; with 100% employer match about $64,157 at 4% or $42,772 at 6%.
Life Insurance-4,454---
Severance Pay-3,935---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,462---
Long Term Disability-3,935---
Healthcare Plan Tax Deferred Annuity-----
Long Term Care Insurance-300---
201084,778$579,652,718$54,413,367$11,388iApproximate average salary by contribution assumption: employee only about $284,708 at 4% or $189,805 at 6%; with 50% employer match about $189,805 at 4% or $126,537 at 6%; with 100% employer match about $142,354 at 4% or $94,903 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-3,754$347,831,852$31,600,000$8,418iApproximate average salary by contribution assumption: employee only about $210,442 at 4% or $140,295 at 6%; with 50% employer match about $140,295 at 4% or $93,530 at 6%; with 100% employer match about $105,221 at 4% or $70,147 at 6%.
Excellus Health Plan Inc. 401K Plan-4,778$231,820,866$22,813,367$4,775iApproximate average salary by contribution assumption: employee only about $119,367 at 4% or $79,578 at 6%; with 50% employer match about $79,578 at 4% or $53,052 at 6%; with 100% employer match about $59,683 at 4% or $39,789 at 6%.
Life Insurance-4,533---
Long Term Care Insurance-225---
Severance Pay-3,929---
Long Term Disability-3,929---
Healthcare Plan Tax Deferred Annuity-0---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,456---
200984,795$484,452,541$35,948,949$7,497iApproximate average salary by contribution assumption: employee only about $187,429 at 4% or $124,953 at 6%; with 50% employer match about $124,953 at 4% or $83,302 at 6%; with 100% employer match about $93,715 at 4% or $62,476 at 6%.
Non-Contributory Retirement Program for Certain Employees of Plan Sponsor-3,939$287,486,633$13,600,000$3,453iApproximate average salary by contribution assumption: employee only about $86,316 at 4% or $57,544 at 6%; with 50% employer match about $57,544 at 4% or $38,363 at 6%; with 100% employer match about $43,158 at 4% or $28,772 at 6%.
Severance Pay-3,901---
Long Term Disability-3,901---
Long Term Care Insurance-172---
Life Insurance-3,997---
Excellus Health Plan Inc D/B/A Bluecross Blueshield of Utiea-Watertown Life Insurance Plan-4,489---
Healthcare Plan Tax Deferred Annuity-0---
2008105,032$393,842,653$42,716,513$8,489iApproximate average salary by contribution assumption: employee only about $212,224 at 4% or $141,483 at 6%; with 50% employer match about $141,483 at 4% or $94,322 at 6%; with 100% employer match about $106,112 at 4% or $70,741 at 6%.
2007105,103$543,853,687$40,106,120$7,859iApproximate average salary by contribution assumption: employee only about $196,483 at 4% or $130,989 at 6%; with 50% employer match about $130,989 at 4% or $87,326 at 6%; with 100% employer match about $98,242 at 4% or $65,494 at 6%.
2006104,954$489,854,119$48,852,100$9,861iApproximate average salary by contribution assumption: employee only about $246,529 at 4% or $164,352 at 6%; with 50% employer match about $164,352 at 4% or $109,568 at 6%; with 100% employer match about $123,264 at 4% or $82,176 at 6%.
2005105,027$408,153,410$39,714,594$7,900iApproximate average salary by contribution assumption: employee only about $197,506 at 4% or $131,671 at 6%; with 50% employer match about $131,671 at 4% or $87,781 at 6%; with 100% employer match about $98,753 at 4% or $65,835 at 6%.
2004115,274$352,124,614$16,660,770$3,159iApproximate average salary by contribution assumption: employee only about $78,976 at 4% or $52,651 at 6%; with 50% employer match about $52,651 at 4% or $35,100 at 6%; with 100% employer match about $39,488 at 4% or $26,325 at 6%.
2003105,427$311,126,140$39,549,328$7,288iApproximate average salary by contribution assumption: employee only about $182,188 at 4% or $121,459 at 6%; with 50% employer match about $121,459 at 4% or $80,972 at 6%; with 100% employer match about $91,094 at 4% or $60,729 at 6%.
2002135,527$242,237,874$74,213,711$13,427iApproximate average salary by contribution assumption: employee only about $335,687 at 4% or $223,791 at 6%; with 50% employer match about $223,791 at 4% or $149,194 at 6%; with 100% employer match about $167,844 at 4% or $111,896 at 6%.
2001145,240$106,981,860$12,860,664$2,454iApproximate average salary by contribution assumption: employee only about $61,358 at 4% or $40,905 at 6%; with 50% employer match about $40,905 at 4% or $27,270 at 6%; with 100% employer match about $30,679 at 4% or $20,453 at 6%.
2000142,763$188,312,227$7,753,858$2,806iApproximate average salary by contribution assumption: employee only about $70,158 at 4% or $46,772 at 6%; with 50% employer match about $46,772 at 4% or $31,181 at 6%; with 100% employer match about $35,079 at 4% or $23,386 at 6%.
1999151,562$112,231,370$7,131,624$4,566iApproximate average salary by contribution assumption: employee only about $114,143 at 4% or $76,095 at 6%; with 50% employer match about $76,095 at 4% or $50,730 at 6%; with 100% employer match about $57,071 at 4% or $38,048 at 6%.