Form 5500 · Employee benefit plan · ROME, GA
COOSA VALLEY CREDIT UNION
COOSA VALLEY CREDIT UNION of ROME, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LPL FINANCIAL, LLC. Coverage is written through MINNESOTA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-0664019 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | — | 147 | December | $40,281 |
Questions
Who is COOSA VALLEY CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, COOSA VALLEY CREDIT UNION's broker of record is LPL FINANCIAL, LLC.
What insurance carrier does COOSA VALLEY CREDIT UNION use?
COOSA VALLEY CREDIT UNION's benefit plan is written through MINNESOTA LIFE INSURANCE COMPANY.
When does COOSA VALLEY CREDIT UNION's group plan renew?
The most recent Schedule A policy period for COOSA VALLEY 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 COOSA VALLEY CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.