form5500lookup

Form 5500 · Employee benefit plan · SAN ANTONIO, TX

GARDNER FINANCIAL SERVICES

GARDNER FINANCIAL SERVICES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ZESCH & PICKETT INSURANCE, LLP. Coverage is written through BLUE CROSS BLUE SHIELD OF TEXAS. 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 20-2749403 · plan 501 · as of Jul 2026

Participants
329
Carriers on file
1
Disclosed commissions
$34,751
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF TEXASHealth322December$34,751

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 ZESCH & PICKETT INSURANCE, LLP.

What insurance carrier does GARDNER FINANCIAL SERVICES use?

GARDNER FINANCIAL SERVICES's benefit plan is written through BLUE CROSS BLUE SHIELD OF TEXAS.

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.