Benefits brokerage · 2 offices
EXCELSIOR BENEFITS
EXCELSIOR BENEFITS is named as the broker of record on 67 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| EXCELSIOR | MN | 65 |
| No city on file | — | 2 |
Book profile
EXCELSIOR BENEFITS brokers 67 insured contracts for 66 employers, across 8 states, led by FL, MD, AL.
Health is the largest line (30 contracts), followed by life (1).
TRANSAMERICA LIFE INSURANCE COMPANY writes the most contracts in the book (44, about 66%); TRANSAMERICA INSURANCE CO., AETNA LIFE INSURANCE COMPANY, TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 39% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
- TRANSAMERICA LIFE INSURANCE COMPANY44
- TRANSAMERICA INSURANCE CO.19
- AETNA LIFE INSURANCE COMPANY2
- TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT2
Counted by each employer's own state. Largest first.
Contracts by line.
health 30 · life 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| GASTROMED LLC | MIAMI, FL | No city on file | AETNA LIFE INSURANCE COMPANY | Apr 1FY2026 |
| GOYA FOODS, INC | JERSEY CITY, NJ | EXCELSIOR, MN | TRANSAMERICA INSURANCE CO. | Jan 1FY2024 |
| FOCUS ENTERPRISE SERVICES, INC. | LENEXA, KS | No city on file | AETNA LIFE INSURANCE COMPANY | Mar 1FY2025 |
| BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP | MIAMI, FL | EXCELSIOR, MN | TRANSAMERICA INSURANCE CO. | Jan 1FY2025 |
| STEVEN DOUGLAS ASSOCIATES, INC. | SUNRISE, FL | EXCELSIOR, MN | TRANSAMERICA INSURANCE CO. | Sep 1FY2025 |
more employers in EXCELSIOR BENEFITS's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)