Axxcess Wealth Management LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Axxcess Wealth Management LLC is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $173,963 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $173,963
- Reported indirect compensation
- $0
- Total reported compensation
- $173,963
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| United Airlines, Inc. | IL | 1 | $66,429 |
| Kanawha Hospice Care, Inc. | WV | 1 | $31,167 |
| Southern California Permanente Medical Group | CA | 1 | $20,747 |
| Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services | WV | 1 | $19,298 |
| Humana Inc. | KY | 1 | $17,243 |
| Baker Donelson Bearman Caldwell & Berkowitz P.C. | TN | 1 | $9,607 |
| Southwest Airlines Company | TX | 1 | $9,472 |
State footprint
Plans reporting Axxcess Wealth Management LLC are sponsored in WV (2), CA (1), IL (1), KY (1), TN (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $66,429 | not reported in the loaded dataset |
| Kanawha Hospice Care, Inc. | 403(B) Thrift Plan Of Kanawha Hospice Care, Inc. | 2023 | $31,167 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $20,747 | not reported in the loaded dataset |
| Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services | Healthnet Aeromedical Services 401(K) Plan | 2023 | $19,298 | not reported in the loaded dataset |
| Humana Inc. | Humana Retirement Savings Plan | 2023 | $17,243 | not reported in the loaded dataset |
| Baker Donelson Bearman Caldwell & Berkowitz P.C. | Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan | 2023 | $9,607 | $0 |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $9,472 | not reported in the loaded dataset |
Related Form 5500 pages
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- 403(B) Thrift Plan Of Kanawha Hospice Care, Inc. (plan 003)
- Kanawha Hospice Care, Inc. — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Healthnet Aeromedical Services 401(K) Plan (plan 001)
- Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services — all reported plans
- Humana Retirement Savings Plan (plan 002)
- Humana Inc. — all reported plans
- Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan (plan 002)
- Baker Donelson Bearman Caldwell & Berkowitz P.C. — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources