Excellus Health Plan 401(k) and pension plans

Excellus Health Plan Inc., Rochester, NY. EIN 15-0329043. Annual reports 2009–2024. Also filed as Excellus Health Plan, Inc.; Excellus Health Plan Inc.

Excellus Health Plan Inc. has 3 active retirement plans on file. The largest is the Excellus 401(k) Plan, with 5,388 participants and $872 million in assets in 2024. Fidelity has been its recordkeeper since 2016.

Active plans: 3
Participants: 9,536
Plan assets: $1.6 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Finance and insurance

All 3 plans

Active plans first

Excellus 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 15-0329043
Participants (2024): 5,388
Net assets (2024): $872 million
Recordkeeper: FidelityEarlier: Transamerica (2012–2015)
Plan administrator: National Employee Benefits Committee
200 East Randolph, Suite 1800
Chicago, IL 60601
(312) 297-6000As filed for 2024
In effect since: July 1, 1991

Year by year, 2012 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,388	$872 million	Fidelity
2023	5,577	$751 million	Fidelity
2022	5,487	$619 million	Fidelity
2021	5,247	$749 million	Fidelity
2020	5,036	$660 million	Fidelity
2019	5,029	$548 million	Fidelity
2018	4,914	$451 million	Fidelity
2017	4,730	$480 million	Fidelity
2016	5,205	$405 million	Fidelity
2015	5,565	$375 million	Transamerica
2012	5,680	$278 million	Transamerica

Excellus Retirement Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 15-0329043
Participants (2024): 4,148
Net assets (2024): $747 million
Last listed administrator: WorkivaEarlier: Morningstar (2020), Workvia (2018–2019)
Plan administrator: National Employee Benefits Committe
200 East Randolph Street
Chicago, IL 60601
(800) 777-8865As filed for 2024
In effect since: January 1, 1957

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,148	$747 million	not listed
2023	4,156	$787 million	not listed
2022	4,632	$782 million	Workiva
2021	4,642	$573 million	Workiva
2020	4,662	$539 million	Morningstar
2019	6,985	$1.2 billion	Workvia
2018	7,039	$876 million	Workvia
2017	7,119	$939 million	not listed
2016	7,152	$763 million	not listed
2015	7,859	$762 million	not listed
2014	8,153	$741 million	not listed
2013	8,095	$696 million	not listed
2012	7,994	$603 million	not listed
2011	7,909	$562 million	not listed
2010	7,791	$348 million	not listed
2009	7,814	$287 million	not listed

Healthcare Plan Tax Deferred Annuity

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 15-0329043
Participants (2024): 0
Plan administrator: Excellus Health Plan Inc
165 Court Streeet
Rochester, NY 14647
(585) 454-1700As filed for 2024
In effect since: July 1, 1983

Year by year, 2009 to 2024

Plan year	Net assets	Recordkeeper
2024	n/a	not listed
2023	n/a	not listed
2022	n/a	not listed
2021	n/a	not listed
2020	n/a	not listed
2019	n/a	not listed
2018	n/a	not listed
2017	n/a	not listed
2016	n/a	not listed
2015	n/a	not listed
2014	n/a	not listed
2013	n/a	not listed
2010	n/a	not listed
2009	n/a	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Excellus 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((312) 297-6000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Excellus 401(k) Plan

Excellus Retirement Plan

Healthcare Plan Tax Deferred Annuity

If you had money in one of these plans

What these numbers are

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