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Form 5500 · Employee benefit plan · DUNEDIN, FL

ACHIEVA CREDIT UNION

ACHIEVA CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ACRISURE LLC DBA. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0729366 · plan 501 · as of Jul 2026

Participants
459
Carriers on file
2
Disclosed commissions
$17,270
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife, Disability503December$17,270
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision737December$0

Questions

Who is ACHIEVA CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, ACHIEVA CREDIT UNION's broker of record is ACRISURE LLC DBA.

What insurance carrier does ACHIEVA CREDIT UNION use?

ACHIEVA CREDIT UNION's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does ACHIEVA CREDIT UNION's group plan renew?

The most recent Schedule A policy period for ACHIEVA CREDIT UNION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ACHIEVA CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.