Form 5500 · Employee benefit plan · INDEPENDENCE, OH
PFG VENTURES
Public Form 5500 records show how PFG VENTURES (INDEPENDENCE, OH) structures its employee benefits. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1761487 · plan 610 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 156 | December | $17,717 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 105 | December | $0 |
Questions
Who is PFG VENTURES's benefits broker?
Per its most recent Form 5500 Schedule A, PFG VENTURES's broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does PFG VENTURES use?
PFG VENTURES's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does PFG VENTURES's group plan renew?
The most recent Schedule A policy period for PFG VENTURES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PFG VENTURES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.