2023 Form 5500 filing — Portfolio Advisors, LLC. Welfare Benefits Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014153428NAL0026586049001) for Portfolio Advisors, LLC. Welfare Benefits Plan, reported by Portfolio Advisors LLC under EIN 06-1487853 and plan number 501. It reports 116 participants. Attached schedule details are not reported in the loaded dataset.
- EFAST2 acknowledgement
- 20241014153428NAL0026586049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Portfolio Advisors LLC
- EIN
- 06-1487853
- Plan number
- 501
- Location
- Darien, CT
- Participants
- 116
- Schedules available
- Not reported in the loaded dataset
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.