Form 5500 · Employee benefit plan · OSWEGO, IL
SERVBANK, SB
Public Form 5500 records show how SERVBANK, SB (OSWEGO, IL) structures its employee benefits. Its broker of record is TMS INSURANCE INC. Coverage is written through BLUE CROSS BLUE SHIELD OF ARIZONA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3899872 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ARIZONA | Health | 634 | December | $5,093,808 | $262,911 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 378 | December | $98,190 | $14,729 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 122 | December | $55,246 | $8,287 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 113 | December | $38,601 | $5,790 |
| AMERITAS LIFE INSURANCE COMPANY | Vision | 355 | December | $39,751 | $3,975 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 504 | December | $22,332 | $3,350 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 234 | December | $9,014 | $1,352 |
| HEADSPACE | — | 130 | December | $9,830 | $0 |
| INTEGRATED BEHAVIORAL HEALTH | — | 423 | December | $7,868 | $0 |
Questions
Who is SERVBANK, SB's benefits broker?
Per its most recent Form 5500 Schedule A, SERVBANK, SB's broker of record is TMS INSURANCE INC.
What insurance carrier does SERVBANK, SB use?
SERVBANK, SB's benefit plan is written through BLUE CROSS BLUE SHIELD OF ARIZONA, among 9 disclosed carriers.
When does SERVBANK, SB's group plan renew?
The most recent Schedule A policy period for SERVBANK, SB ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SERVBANK, SB's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.