Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.9M
- Dental$831K
- Other$737K
- Life$603K
- Short-term disability$603K
- Long-term disability$603K
- +1 more
Sponsor portfolio
ADVISORS EXCEL, LLC
EIN 20-2111111financial servicesLatest filing 2025
Plans
2
Retirement
1
$73.8M assets
Welfare
1
$3.6M premiums
Participants
3,112
2950 SW MCCLURE ROAD - TOPEKA, KS 66614816-363-9595advisorsexcel.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 1,987 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- BLUE CROSS OF CALIFORNIA52%
- DELTA DENTAL OF CALIFORNIA23%
- SYMETRA LIFE INSURANCE COMPANY20%
- AMERITAS LIFE INSURANCE CORP.4%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- ROBERT E. MILLER INSURANCE AGENCY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVISORS EXCEL, LLC 401(K) P/S PLAN
401k
Assets$73.8M
Participants1,125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADVISORS EXCEL, LLC HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF KANSAS
Premiums$3.6M
Covered lives1,987
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVISORS EXCEL, LLC 401(K) P/S PLAN | 401k | $73.8M | 1,125 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADVISORS EXCEL, LLC HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF KANSAS | $3.6M | 1,987 | 2025 |
Retirement plans
Welfare plans