Form 5500 · Employee benefit plan · OREGON CITY, OR
ADVANTIS CREDIT UNION
ADVANTIS CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CU BENEFITS ALLIANCE. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0251640 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 293 | December | $5,635 |
| WILLAMETTE DENTAL INSURANCE INC | Dental | 205 | December | $5,463 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 222 | December | $2,082 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 293 | December | $286 |
| CANOPY | — | 295 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 299 | December | $0 |
Questions
Who is ADVANTIS CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, ADVANTIS CREDIT UNION's broker of record is CU BENEFITS ALLIANCE.
What insurance carrier does ADVANTIS CREDIT UNION use?
ADVANTIS CREDIT UNION's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does ADVANTIS CREDIT UNION's group plan renew?
The most recent Schedule A policy period for ADVANTIS 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 ADVANTIS CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.