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Sponsor portfolioWelfare / HealthEIN 20-2749403
GARDNER FINANCIAL SERVICES
d/b/a LEGACY MUTUAL
18402 US HWY. 281 N., STE 258 · SAN ANTONIO, TX 78259
2104924900
- Plans filed
- 4
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
534
No prior year
Total participants
192
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #504$1.8M
GARDNER FINANCIAL SERVICES DBA LEGACY MUTUAL ERISA WRAP PLAN
Fully insured534 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$1.4M
GARDNER FINANCIAL SERVICES MEDICAL PLAN
Fully insured322 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF TEXAS
Plan #502$144K
GARDNER FINANCIAL SERVICES DENTAL, VISION, AD&D & LIFE PLAN
Fully insured491 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE CO.
Plan #503$18K
GARDNER FINANCIAL SERVICES LTD PLAN
Fully insured216 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE CO.
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.6M | 43.0% | |
| Dental | $884K | 23.1% | |
| Vision | $884K | 23.1% | |
| Short-term disability | $124K | 3.2% | |
| Long-term disability | $107K | 2.8% | |
| Life | $90K | 2.3% | |
| Other | $90K | 2.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDVLSTDLTDOth | $1.7M | 97.1% | 1 | 3 | 534 |
EIN 470322111 | STDLTD | $52K | 2.9% | 1 | 2 | 192 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TPB INSURANCE GROUP, INC. | SAN ANTONIO, TX | UNITEDHEALTHCARE INSURANCE COMPANY | $69K | $39K | $108K | 93.5% | 1 |
| ASSUREDPARTNERS | PLANO, TX | UNITED OF OMAHA LIFE INSURANCE CO. | $5K | $0 | $5K | 4.3% | 1 |
| GIS BENEFITS INC | MORRIS, IL | UNITED OF OMAHA LIFE INSURANCE CO. | $0 | $3K | $3K | 2.2% | 1 |
History & trajectory
4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan