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
Filings through .
Advisors Excel, LLC
EIN 20-2111111financial servicesLatest filing 2025
Plans
2
Retirement
1
$95.9M assets
Health & Benefits
1
$3.6M premiums
Participants
3,165
2950 SW MCCLURE ROAD - TOPEKA, KS 66614866-363-9595advisorsexcel.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $3.6M premiums / 1,987 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ADVISORS EXCEL, LLC 401(K) P/S PLAN
401(k)
Assets$95.9M
Participants1,178
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ADVISORS EXCEL, LLC HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF KANSAS
Premiums$3.6M
Covered lives1,987
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ADVISORS EXCEL, LLC 401(K) P/S PLAN | 401(k) | $95.9M | 1,178 | 2025 |
- #001 · 401(k) · 20251,178
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · BLUE CROSS BLUE SHIELD OF KANSAS · 20251,987
Retirement plans
Health & Benefits plans