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Form 5500 · Employee benefit plan · OCALA, FL

THE ISERV GROUP, INC.

THE ISERV GROUP, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is APEX INSURANCE ADVISORS, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA 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 59-2262334 · plan 502 · as of Jul 2026

Participants
294
Carriers on file
3
Disclosed commissions
$66,965
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF FLORIDAHealth94December$36,292
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life378December$17,375
HEALTH OPTIONS, INC.Health34December$13,298

Questions

Who is THE ISERV GROUP, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, THE ISERV GROUP, INC.'s broker of record is APEX INSURANCE ADVISORS, LLC.

What insurance carrier does THE ISERV GROUP, INC. use?

THE ISERV GROUP, INC.'s benefit plan is written through BLUE CROSS BLUE SHIELD OF FLORIDA, among 3 disclosed carriers.

When does THE ISERV GROUP, INC.'s group plan renew?

The most recent Schedule A policy period for THE ISERV GROUP, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from THE ISERV GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.