Form 5500 · Employee benefit plan · LOUISVILLE, KY
EXTELL FINANCIAL SERVICES, INC.
EXTELL FINANCIAL SERVICES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is R H CLARKSON FINANCIAL SERVICES. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 9 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8593751 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 211 | June | $11,388 |
| HEALTH RESOURCES INC | Dental, Vision | 187 | June | $5,754 |
| HEALTH RESOURCES INC | Dental, Vision | 92 | June | $3,200 |
| HEALTH RESOURCES INC | Dental, Vision | 50 | June | $1,917 |
| HEALTH RESOURCES INC. | Dental, Vision | 68 | June | $1,867 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 25 | June | $1,136 |
| METLIFE LEGAL PLANS | — | 32 | June | $1,024 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 22 | June | $975 |
| FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY | Stop-loss | 182 | June | $0 |
| EVEREST REINSURANCE COMPANY | Stop-loss | 0 | June | $0 |
Questions
Who is EXTELL FINANCIAL SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, EXTELL FINANCIAL SERVICES, INC.'s broker of record is R H CLARKSON FINANCIAL SERVICES.
What insurance carrier does EXTELL FINANCIAL SERVICES, INC. use?
EXTELL FINANCIAL SERVICES, INC.'s benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 10 disclosed carriers.
When does EXTELL FINANCIAL SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for EXTELL FINANCIAL SERVICES, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EXTELL FINANCIAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.