Form 5500 · Employee benefit plan · ORLANDO, FL
PLANSOURCE FINANCIAL SERVICES, INC.
Public Form 5500 records show how PLANSOURCE FINANCIAL SERVICES, INC. (ORLANDO, FL) structures its employee benefits. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3707284 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | — | 2,641 | December | $0 |
Questions
What insurance carrier does PLANSOURCE FINANCIAL SERVICES, INC. use?
PLANSOURCE FINANCIAL SERVICES, INC.'s benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.
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.