Form 5500 · Employee benefit plan · SAN ANTONIO, TX
GARDNER FINANCIAL SERVICES
Public Form 5500 records show how GARDNER FINANCIAL SERVICES (SAN ANTONIO, TX) structures its employee benefits. Its broker of record is TPB INSURANCE GROUP INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2749403 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 185 | December | $44,269 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life | 214 | December | $19,339 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 380 | December | $16,136 |
Questions
Who is GARDNER FINANCIAL SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, GARDNER FINANCIAL SERVICES's broker of record is TPB INSURANCE GROUP INC..
What insurance carrier does GARDNER FINANCIAL SERVICES use?
GARDNER FINANCIAL SERVICES's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.
When does GARDNER FINANCIAL SERVICES's group plan renew?
The most recent Schedule A policy period for GARDNER FINANCIAL SERVICES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GARDNER FINANCIAL SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.