Advisors Excel, LLC
Overview
Advisors Excel, LLC sponsors a self-funded health plan that covered 1,987 participants in plan year 2024. The plan year starts in June. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,987
- Plan year
- Begins June 1 · next renewal June 2027
- Health plans filed
- Advisors Excel, LLC Health and Welfare Plan, plan 501 (1,987 participants)
- Stop-loss carrier
- Blue Cross Blue Shield of Kansas
- Broker compensation
- $356K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Blue Cross Blue Shield of Kansas | Stop-loss | 1,987 | $1.9M | $127K |
| Delta Dental of Kansas, Inc. | Dental | 866 | $831K | $49K |
| Symetra Life Insurance Company | Accident, Critical Illness, Life, Short-term disability, Long-term disability | 1,015 | $710K | $164K |
| Ameritas Life Insurance Corp. | Vision | 668 | $135K | $13K |
| Metropolitan General Insurance Company | Legal | 93 | $27K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,987 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Advisors Excel, LLC
- Sponsor EIN
- 20-2111111
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 20-2111111 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Advisors Excel, LLC 401(k) P/s Plan
- Type
- 401(k) plan
- Participants
- 1,125
About this data
Source: Advisors Excel, LLC's Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Advisors Excel, LLC.