Advisors Excel, LLC Health And Welfare Plan — Form 5500 plan (Advisors Excel, LLC)
Plain-English plan 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, Advisors Excel, LLC Health And Welfare Plan is a benefit plan reported by Advisors Excel, LLC under EIN 20-2111111 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,783 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants1.8KCovered participants reported1,783
Assets / participantNot reported
Provider compensation$448.5K1 Schedule C provider row(s)$448,503
- Plan sponsor
- Advisors Excel, LLC
- EIN
- 20-2111111
- Plan number
- 501
- Plan type
- 2
- Location
- Topeka, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,783 | C | 20241212093006NAL0025455154002 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Kansas | MEDICAL ADMINISTRATOR | $448,503 | $0 | 2023 |