Form 5500 · Employee benefit plan · BURBANK, CA
ZEST FINANCE, INC.
ZEST FINANCE, INC. of BURBANK, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through AETNA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0822152 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 239 | May | $115,257 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 143 | April | $13,814 |
| AETNA HEALTH OF CALIFORNIA, INC. | Health | 18 | May | $6,649 |
| VISION SERVICE PLAN | Vision | 129 | May | $3,605 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 44 | May | $3,111 |
Questions
Who is ZEST FINANCE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ZEST FINANCE, INC.'s broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does ZEST FINANCE, INC. use?
ZEST FINANCE, INC.'s benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does ZEST FINANCE, INC.'s group plan renew?
The most recent Schedule A policy period for ZEST FINANCE, INC. ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ZEST FINANCE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.