Form 5500 · Employee benefit plan · EXTON, PA
CITADEL FEDERAL CREDIT UNION
Public Form 5500 records show how CITADEL FEDERAL CREDIT UNION (EXTON, PA) structures its employee benefits. Its broker of record is LOCKTON INSURANCE BROKERS LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1357102 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 661 | December | $391,028 | $52,729 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 1,069 | December | $339,459 | $6,992 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 1,032 | December | $36,081 | $3,577 |
| METLIFE LEGAL PLANS | — | 76 | December | $14,911 | $1,491 |
| UNITED HEALTHCARE INSURANCE COMPANY | — | 1,028 | December | $67,655 | $0 |
| ALL ONE HEALTH | — | 631 | December | $15,068 | $0 |
Questions
Who is CITADEL FEDERAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, CITADEL FEDERAL CREDIT UNION's broker of record is LOCKTON INSURANCE BROKERS LLC.
What insurance carrier does CITADEL FEDERAL CREDIT UNION use?
CITADEL FEDERAL CREDIT UNION's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 6 disclosed carriers.
When does CITADEL FEDERAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for CITADEL 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 CITADEL FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.