Plan Ledger DOL Form 5500 · updated monthly

Gardner Financial Servicesbenefits

Gardner Financial Services dba Legacy Mutual Erisa Wrap Plan · SAN ANTONIO, TX · plan year 2024

Broker compensation reported · 2024
$122,971

Gardner Financial Services's benefits plans covered 214 active participants in 2024, providing health · life · dental · vision · other. Insurance brokers and agents were paid $122,971 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $575 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 150% from $49,115 in 2023.

Insurance contracts · 20243
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 214 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 380 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 185 covered
Brokers & agents paid · 20242
TPB INSURANCE GROUP, INC.$44,269
TPB INSURANCE GROUP INC.$78,702 · incl $43,227 fees
Also brokered by Tpb Insurance Group, Inc.1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 202749403 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.