Form 5500 · Employee benefit plan · AUSTIN, TX
IA AMERICAN FINANCIAL HOLDINGS, INC.
IA AMERICAN FINANCIAL HOLDINGS, INC. of AUSTIN, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0320671 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 688 | December | $258,513 |
| PRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD | — | 161 | December | $4,608 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 1,575 | December | $0 |
Questions
Who is IA AMERICAN FINANCIAL HOLDINGS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, IA AMERICAN FINANCIAL HOLDINGS, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does IA AMERICAN FINANCIAL HOLDINGS, INC. use?
IA AMERICAN FINANCIAL HOLDINGS, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does IA AMERICAN FINANCIAL HOLDINGS, INC.'s group plan renew?
The most recent Schedule A policy period for IA AMERICAN FINANCIAL 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 IA AMERICAN FINANCIAL HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.