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Form 5500 · Employee benefit plan · WORCESTER, MA

XCEEDANCE, INC.

Public Form 5500 records show how XCEEDANCE, INC. (WORCESTER, MA) structures its employee benefits. Its broker of record is THE RICHARDS GROUP. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 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 47-2037577 · plan 501 · as of Aug 2026

Participants
240
Carriers on file
4
Disclosed commissions
$29,478
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability216December$154,688$17,854
DELTA DENTAL OF MASSACHUSETTSDental364December$155,094$6,207
UNUM INSURANCE COMPANY60December$30,529$4,319
VISION SERVICE PLANVision147December$17,502$1,098

Questions

Who is XCEEDANCE, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, XCEEDANCE, INC.'s broker of record is THE RICHARDS GROUP.

What insurance carrier does XCEEDANCE, INC. use?

XCEEDANCE, INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.

When does XCEEDANCE, INC.'s group plan renew?

The most recent Schedule A policy period for XCEEDANCE, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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