Form 5500 · Employee benefit plan · SPOKANE, WA
EXCELSIOR WELLNESS
EXCELSIOR WELLNESS of SPOKANE, WA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1189908 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 154 | February | $3,909 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 64 | February | $3,505 |
| VISION SERVICE PLAN | Vision | 152 | February | $1,217 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 161 | February | $788 |
Questions
Who is EXCELSIOR WELLNESS's benefits broker?
Per its most recent Form 5500 Schedule A, EXCELSIOR WELLNESS's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does EXCELSIOR WELLNESS use?
EXCELSIOR WELLNESS's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does EXCELSIOR WELLNESS's group plan renew?
The most recent Schedule A policy period for EXCELSIOR WELLNESS ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EXCELSIOR WELLNESS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.