# BSI FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **BSI FINANCIAL SERVICES, INC** (dba SERVIS ONE, INC.). Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BSI FINANCIAL SERVICES, INC |
| EIN | 043800293 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | IRVING, TX |
| Industry | Administrative and Waste Management Services |
| Funding | fully insured |
| Total premiums | $3.2M |
| Participants | 250 |
| Persons covered | 304 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Rx |
| LINCOLN FINANCIAL GROUP | Dental, Life, STD, LTD, Other |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision, Other |

## Brokers

| Broker | Placed with |
|---|---|
| ALLIANT INSURANCE SERVICES, INC. | BLUE CROSS AND BLUE SHIELD OF TEXAS |
| ALLIANT INSURANCE SERVICES, INC. | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| GIS BENEFITS INC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| ALLIANT INSURANCE SERVICES, INC. | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| GALLAGHER BENEFIT SERVICES, INC. | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| MARK S METTILLE | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/043800293-501
- Cite as: PlanOptica, https://planoptica.com/welfare/043800293-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers