Form 5500 · Employee benefit plan · GREEN BAY, WI
CAPITAL CREDIT UNION
CAPITAL CREDIT UNION of GREEN BAY, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0394240 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 290 | December | $17,223 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 224 | December | $11,041 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 420 | December | $6,653 |
| SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | Vision | 519 | December | $5,088 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 442 | December | $3,461 |
| CARE-PLUS DENTAL PLANS, INC. | Dental | 187 | December | $2,731 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 15 | December | $540 |
Questions
Who is CAPITAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, CAPITAL CREDIT UNION's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does CAPITAL CREDIT UNION use?
CAPITAL CREDIT UNION's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 7 disclosed carriers.
When does CAPITAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for CAPITAL 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 CAPITAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.