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Form 5500 · Employee benefit plan · CHARLOTTE, NC

CAROLINAS TELCO FEDERAL CREDIT UNION

CAROLINAS TELCO 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 GALLAGHER BENEFIT SERVICES, INC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in February.

Benefits broker of record
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0166559 · plan 501 · as of Jul 2026

Participants
120
Carriers on file
2
Disclosed commissions
$13,316
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife82February$6,896
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability83February$6,420

Questions

Who is CAROLINAS TELCO FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, CAROLINAS TELCO FEDERAL CREDIT UNION's broker of record is GALLAGHER BENEFIT SERVICES, INC.

What insurance carrier does CAROLINAS TELCO FEDERAL CREDIT UNION use?

CAROLINAS TELCO FEDERAL CREDIT UNION's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does CAROLINAS TELCO FEDERAL CREDIT UNION's group plan renew?

The most recent Schedule A policy period for CAROLINAS TELCO FEDERAL CREDIT UNION ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

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