Form 5500 · Employee benefit plan · SPRING, TX
ELEVATE PFS HOLDINGS, INC.
ELEVATE PFS HOLDINGS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES NORTHWEST. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3461991 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 2,210 | December | $129,238 |
| PREPAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 119 | December | $3,743 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 94 | December | $1,201 |
| UNIVERSITY HEALTH ALLIANCE | Health, Dental, Vision | 27 | March | $0 |
| VISION SERVICE PLAN | Vision | 1,695 | December | $0 |
| UNIVERSITY HEALTH ALLIANCE | Health, Dental, Vision | 27 | December | $0 |
| PRIORITY HEALTH | Health | 146 | December | $0 |
Questions
Who is ELEVATE PFS HOLDINGS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ELEVATE PFS HOLDINGS, INC.'s broker of record is USI INSURANCE SERVICES NORTHWEST.
What insurance carrier does ELEVATE PFS HOLDINGS, INC. use?
ELEVATE PFS HOLDINGS, INC.'s benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does ELEVATE PFS HOLDINGS, INC.'s group plan renew?
The most recent Schedule A policy period for ELEVATE PFS HOLDINGS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ELEVATE PFS HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.