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Form 5500 · Employee benefit plan · OVERLAND PARK, KS

MARKSNELSON ADVISORY, LLC

MARKSNELSON ADVISORY, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ROBERT E MILLER INSURANCE AGENCY. Coverage is written through BLUE CROSS & BLUE SHIELD OF KANSAS CITY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-1368147 · plan 501 · as of Jul 2026

Participants
132
Carriers on file
4
Disclosed commissions
$59,116
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS & BLUE SHIELD OF KANSAS CITYHealth172December$45,432
PRINCIPAL LIFE INSURANCE COMPANYLife, Disability142December$10,845
DELTA DENTAL OF KANSAS, INC.Dental100December$2,018
VISION SERVICE PLANVision83December$821

Questions

Who is MARKSNELSON ADVISORY, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MARKSNELSON ADVISORY, LLC's broker of record is ROBERT E MILLER INSURANCE AGENCY.

What insurance carrier does MARKSNELSON ADVISORY, LLC use?

MARKSNELSON ADVISORY, LLC's benefit plan is written through BLUE CROSS & BLUE SHIELD OF KANSAS CITY, among 4 disclosed carriers.

When does MARKSNELSON ADVISORY, LLC's group plan renew?

The most recent Schedule A policy period for MARKSNELSON ADVISORY, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MARKSNELSON ADVISORY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.