Form 5500 · Employee benefit plan · ORLANDO, FL
PLANSOURCE FINANCIAL SERVICES, INC.
PLANSOURCE FINANCIAL SERVICES, INC. of ORLANDO, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3707284 · plan 512 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 439 | December | $58,547 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision | 366 | December | $31,006 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 268 | December | $7,019 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 223 | December | $3,809 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 112 | December | $2,040 |
| BHS | — | 337 | December | $0 |
Questions
Who is PLANSOURCE FINANCIAL SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PLANSOURCE FINANCIAL SERVICES, INC.'s broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does PLANSOURCE FINANCIAL SERVICES, INC. use?
PLANSOURCE FINANCIAL SERVICES, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does PLANSOURCE FINANCIAL SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for PLANSOURCE FINANCIAL SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PLANSOURCE FINANCIAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.