Axcess Financial, Inc.
Albuquerque, NM
Axcess Financial, Inc. of Albuquerque, NM is the broker of record on 10 Form 5500 Schedule A filings covering 4 employer benefit plans, with $112,080 in reported broker commissions (plan year 2025).
Quick answer
Axcess Financial, Inc. (Albuquerque, NM) is the broker of record for 4 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Axcess Financial, Inc. have?
- Axcess Financial, Inc. is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Axcess Financial, Inc.'s largest employer clients?
- By plan participants, the largest include Chalmers Ford Inc (196 participants), Chenault Consulting, Inc. (149 participants) and Unity Bpo Inc (142 participants).
- How much does Axcess Financial, Inc. earn in commissions?
- Insurers reported $112,080 in broker commissions and $44,509 in fees paid to Axcess Financial, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Axcess Financial, Inc. located?
- Axcess Financial, Inc. is based in Albuquerque, NM.
- How does Axcess Financial, Inc. rank among benefits brokers in New Mexico?
- Axcess Financial, Inc. ranks #11 by employer clients among the 50 most active benefits brokers based in New Mexico.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Axcess Financial, Inc. 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 |
|---|---|---|---|
| Chalmers Ford Inc | NM | 196 | 2025-12-31 |
| Chenault Consulting, Inc. | NM | 149 | 2020-12-31 |
| Unity Bpo Inc | NM | 142 | 2024-12-31 |
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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.