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Form 5500 · Employee benefit plan · BASKING RIDGE, NJ

AFFINITY FEDERAL CREDIT UNION

AFFINITY FEDERAL CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE PRUDENTIAL INSURANCE COMPANY OF AMERICA and 5 other carriers. 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 13-5562114 · plan 501 · as of Jul 2026

Participants
587
Carriers on file
6
Disclosed commissions
$63,817
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability562December$44,676
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability19December$10,902
AFLACDental, Vision, Life42December$4,684
VISION SERVICE PLANVision490December$2,000
ARAG INSURANCE COMPANY126December$1,555
SPRING HEALTH520December$0

Questions

Who is AFFINITY FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, AFFINITY FEDERAL CREDIT UNION's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does AFFINITY FEDERAL CREDIT UNION use?

AFFINITY FEDERAL CREDIT UNION's benefit plan is written through THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.

When does AFFINITY FEDERAL CREDIT UNION's group plan renew?

The most recent Schedule A policy period for AFFINITY 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 AFFINITY FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.