Form 5500 · Employee benefit plan · AUSTIN, TX
VISIO FINANCIAL SERVICES, INC.
VISIO FINANCIAL SERVICES, INC. of AUSTIN, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is NFP CORPORATE SERVICES (TX) LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF TEXAS and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-1739594 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TEXAS | Health | 263 | December | $59,150 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 189 | December | $20,854 |
Questions
Who is VISIO FINANCIAL SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, VISIO FINANCIAL SERVICES, INC.'s broker of record is NFP CORPORATE SERVICES (TX) LLC.
What insurance carrier does VISIO FINANCIAL SERVICES, INC. use?
VISIO FINANCIAL SERVICES, INC.'s benefit plan is written through BLUE CROSS BLUE SHIELD OF TEXAS, among 2 disclosed carriers.
When does VISIO FINANCIAL SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for VISIO 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 VISIO FINANCIAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.