Portfolio Advisors, LLC. Welfare Benefits Plan — Form 5500 plan (Portfolio Advisors 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, Portfolio Advisors, LLC. Welfare Benefits Plan is a benefit plan reported by Portfolio Advisors LLC under EIN 06-1487853 and plan number 501. The latest loaded filing year is 2023. The filing reports 116 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Portfolio Advisors LLC
- EIN
- 06-1487853
- Plan number
- 501
- Plan type
- 2
- Location
- Darien, CT
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | — | 20241014153428NAL0026586049001 |
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)
No Schedule C service provider compensation is loaded for this plan yet.