Form 5500 · Employee benefit plan · DALLAS, TX
ADVANCIAL FEDERAL CREDIT UNION
Public Form 5500 records show how ADVANCIAL FEDERAL CREDIT UNION (DALLAS, TX) structures its employee benefits. Its broker of record is AMERICAN BNFTS & CMPNSTN. SYS, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-0793299 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 309 | December | $11,566 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | Vision | 533 | December | $0 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 617 | December | $0 |
| MAGELLAN HEALTH SERVICES | — | 242 | December | $0 |
Questions
Who is ADVANCIAL FEDERAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, ADVANCIAL FEDERAL CREDIT UNION's broker of record is AMERICAN BNFTS & CMPNSTN. SYS, INC..
What insurance carrier does ADVANCIAL FEDERAL CREDIT UNION use?
ADVANCIAL FEDERAL CREDIT UNION's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does ADVANCIAL FEDERAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for ADVANCIAL FEDERAL 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 ADVANCIAL FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.