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Form 5500 · Employee benefit plan · LAKE MARY, FL

ADDITION FINANCIAL CREDIT UNION DBA ADDITION FINANCIAL

ADDITION FINANCIAL CREDIT UNION DBA ADDITION FINANCIAL of LAKE MARY, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through MINNESOTA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
MINNESOTA LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0678236 · plan 001 · as of Jul 2026

Participants
692
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MINNESOTA LIFE INSURANCE COMPANY—651December$0

Questions

What insurance carrier does ADDITION FINANCIAL CREDIT UNION DBA ADDITION FINANCIAL use?

ADDITION FINANCIAL CREDIT UNION DBA ADDITION FINANCIAL's benefit plan is written through MINNESOTA LIFE INSURANCE COMPANY.

When does ADDITION FINANCIAL CREDIT UNION DBA ADDITION FINANCIAL's group plan renew?

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

Where does this data come from?

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