Xcel Insurance Ii Corp
Bethesda, MD
Xcel Insurance Ii Corp of Bethesda, MD is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $273,009 in reported broker commissions (plan year 2025).
Quick answer
Xcel Insurance Ii Corp (Bethesda, MD) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Xcel Insurance Ii Corp have?
- Xcel Insurance Ii Corp is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Xcel Insurance Ii Corp's largest employer clients?
- By plan participants, the largest include Xcelhr (2,941 participants) and 360 Patriot Enterprises, LLC (211 participants).
- How much does Xcel Insurance Ii Corp earn in commissions?
- Insurers reported $273,009 in broker commissions and $6,100 in fees paid to Xcel Insurance Ii Corp for plan year 2025, per Schedule A Part 1.
- Where is Xcel Insurance Ii Corp located?
- Xcel Insurance Ii Corp is based in Bethesda, MD and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Xcel Insurance Ii Corp on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Xcelhr | MD | 2,941 | 2025-12-31 |
| 360 Patriot Enterprises, LLC | VA | 211 | 2025-05-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.