Excelsior Benefits LLC
Excelsior, MN
Excelsior Benefits LLC of Excelsior, MN is the broker of record on 80 Form 5500 Schedule A filings covering 62 employer benefit plans across 8 states, with $471,762 in reported broker commissions (plan year 2025).
Quick answer
Excelsior Benefits LLC (Excelsior, MN) is the broker of record for 62 employer benefit plan sponsors on 80 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Excelsior Benefits LLC have?
- Excelsior Benefits LLC is named as broker on Form 5500 Schedule A filings for 62 distinct plan sponsors in 8 states.
- Who are Excelsior Benefits LLC's largest employer clients?
- By plan participants, the largest include Goya Foods, Inc (1,575 participants), Phoenix Infrastructure LLC (1,126 participants) and Celsius, Inc (940 participants).
- How much does Excelsior Benefits LLC earn in commissions?
- Insurers reported $471,762 in broker commissions paid to Excelsior Benefits LLC for plan year 2025, per Schedule A Part 1.
- Where is Excelsior Benefits LLC located?
- Excelsior Benefits LLC is based in Excelsior, MN and has employer clients in 8 states.
- How does Excelsior Benefits LLC rank among benefits brokers in Minnesota?
- Excelsior Benefits LLC ranks #22 by employer clients among the 50 most active benefits brokers based in Minnesota.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Excelsior Benefits LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Goya Foods, Inc | NJ | 1,575 | 2025-12-31 |
| Phoenix Infrastructure LLC | TX | 1,126 | 2024-12-31 |
| Celsius, Inc | FL | 940 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.