Excellus Health Plan, Inc. 401(k) Plan: Login, Facts & Contact Information

Excellus Health Plan, Inc. 401(k) Plan Facts

Plan name
EXCELLUS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EXCELLUS HEALTH PLAN INC.
Participants
5,577 (4,359 active employees)
Former employees with a balance
971
Plan assets
$871,621,224 at Dec 31, 2024
Average account balance
$164,024 across 5,314 accounts
Employer contributions
$30,952,657 in plan year 2024 (42% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $74.0 million went into the plan in contributions, $31.0 million of it from the employer (42%).
  • $68.3 million was paid out to participants.
  • Investment and other income added $114.9 million.
  • Administrative expenses were $253,101, about $48 per account.

How the Excellus Health Plan, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,914$548.2 million$7.49 million$43.7 million
20205,029$660.5 million$9.18 million$39.8 million
20215,036$748.9 million$10.7 million$59.8 million
20225,247$618.7 million$26.3 million$52.5 million
20235,487$751.3 million$29.8 million$59.7 million
20245,577$871.6 million$31.0 million$68.3 million

Excellus Health Plan, Inc. 401(k) Contact Information

Phone
585-454-1700
Mailing address
165 COURT STREET, ROCHESTER NY 146470001
Plan sponsor
EXCELLUS HEALTH PLAN INC.
Plan administrator
NATIONAL EMPLOYEE BENEFITS COMMITTEE
Employer identification number (EIN)
15-0329043
Plan number
002

Questions about the Excellus Health Plan, Inc. 401(k)

Does Excellus Health Plan, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $31.0 million, 42% of all contributions.

Does the Excellus Health Plan, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Excellus Health Plan, Inc 401(k) plan?

5,577 participants at the start of plan year 2024, 4,359 of them active employees, and 971 former employees who still had money in the plan.

What is the average 401(k) balance at Excellus Health Plan, Inc?

About $164,024 per account: $871.6 million in plan assets across 5,314 accounts with a balance at the end of plan year 2024.

Who manages the Excellus Health Plan, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Excellus Health Plan, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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