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Form 5500 · Employee benefit plan · MONTEREY, CA

EXCELLIGENCE LEARNING CORPORATION

EXCELLIGENCE LEARNING CORPORATION of MONTEREY, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WILLIS TOWERS WATSON INS SVCS WEST. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0559897 · plan 501 · as of Jul 2026

Participants
776
Carriers on file
6
Disclosed commissions
$65,673
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental306December$21,728
LIFE INSURANCE COMPANY OF NORTH AMERICADisability625December$13,888
LIFE INSURANCE COMPANY OF NORTH AMERICALife625December$13,096
LIFE INSURANCE COMPANY OF NORTH AMERICA625December$10,014
VISION SERVICE PLANVision394December$3,723
LIFE INSURANCE COMPANY OF NORTH AMERICA625December$3,224

Questions

Who is EXCELLIGENCE LEARNING CORPORATION's benefits broker?

Per its most recent Form 5500 Schedule A, EXCELLIGENCE LEARNING CORPORATION's broker of record is WILLIS TOWERS WATSON INS SVCS WEST.

What insurance carrier does EXCELLIGENCE LEARNING CORPORATION use?

EXCELLIGENCE LEARNING CORPORATION's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 6 disclosed carriers.

When does EXCELLIGENCE LEARNING CORPORATION's group plan renew?

The most recent Schedule A policy period for EXCELLIGENCE LEARNING CORPORATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from EXCELLIGENCE LEARNING CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.