Form 5500 · Employee benefit plan · ARDEN HILLS, MN
GRADIENT FINANCIAL GROUP, LLC
GRADIENT FINANCIAL GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is VARIOUS AGENTS-SEE ATTACHED. Coverage is written through AFLAC and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3422329 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AFLAC | — | 18 | July | $650 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 102 | July | $0 |
| STARMOUNT LIFE INSURANCE COMPANY | Vision | 173 | July | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 347 | July | $0 |
Questions
Who is GRADIENT FINANCIAL GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, GRADIENT FINANCIAL GROUP, LLC's broker of record is VARIOUS AGENTS-SEE ATTACHED.
What insurance carrier does GRADIENT FINANCIAL GROUP, LLC use?
GRADIENT FINANCIAL GROUP, LLC's benefit plan is written through AFLAC, among 4 disclosed carriers.
When does GRADIENT FINANCIAL GROUP, LLC's group plan renew?
The most recent Schedule A policy period for GRADIENT FINANCIAL GROUP, LLC ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GRADIENT FINANCIAL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.