Axcess Financial Group
Albuquerque, NM
Axcess Financial Group of Albuquerque, NM is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $96,644 in reported broker commissions (plan year 2025).
Quick answer
Axcess Financial Group (Albuquerque, NM) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Axcess Financial Group have?
- Axcess Financial Group is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Axcess Financial Group's largest employer clients?
- By plan participants, the largest include Strategic Management Solutions, LLC (240 participants), Chenault Consulting, Inc. (146 participants) and Los Poblanos Historic Inn & Organic Farm (130 participants).
- How much does Axcess Financial Group earn in commissions?
- Insurers reported $96,644 in broker commissions and $27,230 in fees paid to Axcess Financial Group for plan year 2025, per Schedule A Part 1.
- Where is Axcess Financial Group located?
- Axcess Financial Group is based in Albuquerque, NM.
- How does Axcess Financial Group rank among benefits brokers in New Mexico?
- Axcess Financial Group ranks #26 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 Group 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 |
|---|---|---|---|
| Strategic Management Solutions, LLC | NM | 240 | 2025-08-31 |
| Chenault Consulting, Inc. | NM | 146 | 2021-12-31 |
| Los Poblanos Historic Inn & Organic Farm | NM | 130 | 2025-12-31 |
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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.