Form 5500 · Employee benefit plan · JACKSONVILLE, FL
TRIAD FINANCIAL SERVICES, INC.
Public Form 5500 records show how TRIAD FINANCIAL SERVICES, INC. (JACKSONVILLE, FL) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1515932 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 528 | December | $67,991 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 823 | December | $30,026 |
Questions
Who is TRIAD FINANCIAL SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TRIAD FINANCIAL SERVICES, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does TRIAD FINANCIAL SERVICES, INC. use?
TRIAD FINANCIAL SERVICES, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does TRIAD FINANCIAL SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for TRIAD 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 TRIAD FINANCIAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.