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Form 5500 · Employee benefit plan · SAN ANTONIO, TX

POLUNSKY & BEITEL, P.C.

Public Form 5500 records show how POLUNSKY & BEITEL, P.C. (SAN ANTONIO, TX) structures its employee benefits. Its broker of record is SWBC LIFE INSURANCE AGENCY INC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1935175 · plan 501 · as of Jul 2026

Participants
141
Carriers on file
3
Disclosed commissions
$29,457
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability140December$19,487
AMERICAN HERITAGE LIFE INSURANCE COMPANY53December$8,659
AETNA LIFE INSURANCE CO.Dental, Vision244December$1,311

Questions

Who is POLUNSKY & BEITEL, P.C.'s benefits broker?

Per its most recent Form 5500 Schedule A, POLUNSKY & BEITEL, P.C.'s broker of record is SWBC LIFE INSURANCE AGENCY INC.

What insurance carrier does POLUNSKY & BEITEL, P.C. use?

POLUNSKY & BEITEL, P.C.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does POLUNSKY & BEITEL, P.C.'s group plan renew?

The most recent Schedule A policy period for POLUNSKY & BEITEL, P.C. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from POLUNSKY & BEITEL, P.C.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.