Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$884K
- Vision$884K
- Short-term disability$124K
- Long-term disability$107K
- Life$90K
- +1 more
Filings through .
Gardner Financial Services
EIN 20-2749403financial servicesLatest filing 2025
Plans
1
Retirement
0
Health & Benefits
1
$1.8M premiums
Participants
192
18402 US HWY. 281 N., STE 258 - SAN ANTONIO, TX 78259210-492-4900gardnerfs.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.8M premiums / 534 covered lives
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Plan summaries
The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | GARDNER FINANCIAL SERVICES DBA LEGACY MUTUAL ERISA WRAP PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.8M | 534 | 2025 |
- #504 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025534
Health & Benefits plans