Form 5500 · Employee benefit plan · CORAL GABLES, FL
MSR PORTFOLIO SERVICES, LLC
MSR PORTFOLIO SERVICES, LLC of CORAL GABLES, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GCG FINANCIAL, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-3109552 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 1,074 | December | $283,128 | $56,626 |
| CONTINENTAL AMERICA INSURANCE COMPANY | Life, Disability | 1,090 | December | $554,098 | $44,065 |
| VISION SERVICE PLAN | Vision | 810 | December | $146,838 | $14,706 |
| ZURICH AMERICAN INSURANCE COMPANY | Life, Disability | 1,090 | December | $42,927 | $5,308 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 245 | December | $52,110 | $4,667 |
Questions
Who is MSR PORTFOLIO SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, MSR PORTFOLIO SERVICES, LLC's broker of record is GCG FINANCIAL, LLC.
What insurance carrier does MSR PORTFOLIO SERVICES, LLC use?
MSR PORTFOLIO SERVICES, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does MSR PORTFOLIO SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for MSR PORTFOLIO SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MSR PORTFOLIO SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.