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Form 5500 · Employee benefit plan · IRVING, TX

BSI FINANCIAL SERVICES, INC

Public Form 5500 records show how BSI FINANCIAL SERVICES, INC (IRVING, TX) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY. 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 04-3800293 · plan 503 · as of Jul 2026

Participants
194
Carriers on file
1
Disclosed commissions
$12,616
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYVision419December$12,616

Questions

Who is BSI FINANCIAL SERVICES, INC's benefits broker?

Per its most recent Form 5500 Schedule A, BSI FINANCIAL SERVICES, INC's broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does BSI FINANCIAL SERVICES, INC use?

BSI FINANCIAL SERVICES, INC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY.

When does BSI FINANCIAL SERVICES, INC's group plan renew?

The most recent Schedule A policy period for BSI FINANCIAL SERVICES, INC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BSI FINANCIAL SERVICES, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.