Form 5500 · Employee benefit plan · FOND DU LAC, WI
EXCEL ENGINEERING, INC.
The filing calls this plan EXCEL ENGINEERING, INC. GROUP INSURANCE PLAN.
EXCEL ENGINEERING, INC. of FOND DU LAC, WI insures health, dental, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is 5G BENEFITS LLC. Coverage is written through DEAN HEALTH PLAN INC and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1689347 · plan 502 · plan year 2025, filed Jul 28, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, dental, life and disability; the largest, with DEAN HEALTH PLAN INC, covers 238 people.
The filing declares health, dental, life, disability and vision. Vision appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $2,936,391, with $85,732 in disclosed broker commissions — about 2.9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
5G BENEFITS LLC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DEAN HEALTH PLAN INC | Health | 238 | Jan 1, 2026 | $2,547,858 | $83,040 |
| DELTA DENTAL OF WISCONSIN | Dental | 243 | Jan 1, 2026 | $285,824 | $2,692 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 337 | Jan 1, 2026 | $46,461 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 278 | Jan 1, 2026 | $33,313 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 337 | Jan 1, 2026 | $22,935 | $0 |
Premium and claims on this contract
DELTA DENTAL OF WISCONSIN, contract 0572500000. For the contract year on this filing, the carrier reported $285,824 in premium earned and $250,403 in claims incurred. Dividing one by the other gives 88%.
- DELTA DENTAL OF WISCONSIN, contract 0572500000 reported $38,587 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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