2023 Form 5500 filing — Advisors Excel, LLC Health And Welfare 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 20241212093006NAL0025455154002) for Advisors Excel, LLC Health And Welfare Plan, reported by Advisors Excel, LLC under EIN 20-2111111 and plan number 501. It reports 1,783 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants1.8K1,783
Provider compensation$448.5K1 Schedule C row(s)$448,503
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20241212093006NAL0025455154002
Plan sponsor
Advisors Excel, LLC
EIN
20-2111111
Plan number
501
Location
Topeka, KS
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

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.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue Shield Of KansasMEDICAL ADMINISTRATOR$448,503$0

Related Form 5500 pages