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Sponsor portfolio

EXTELL FINANCIAL SERVICES, INC.

EIN 20-8593751-real estate-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$661K premiums
Participants
327
9911 SHELBYVILLE RD, SUITE 200 - LOUISVILLE, KY 402232987502-499-3216LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$8.1M - 116 part#502Mixed-$661K - 211 lives

Benefits portfolio analytics

1 plan / $661K premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$398K
  • Other$135K
  • Dental$127K
  • Vision$127K
  • Life$114K
  • Short-term disability$114K
  • +1 more
Total $661K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY60%
  • HEALTH RESOURCES, INC.19%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $661K6 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • R H CLARKSON FINANCIAL SERVICES INC76%
  • BILODEAU INC14%
  • JEFFREY D HARNED5%
  • RH CLARKSON FINANCIAL SERVICES, INC4%
  • WILLIAM JACK MITCHELL JR1%
  • +3 more
Total $32K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN

401k

Assets$8.1M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EXTELL FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN

Mixed - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$661K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXTELL FINANCIAL SERVICES, INC. 401(K) PLAN401k$8.1M1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EXTELL FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLANMixedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$661K2112025
Retirement plans
Welfare plans
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