Form 5500 · Employee benefit plan · ROME, GA
COOSA VALLEY CREDIT UNION
COOSA VALLEY CREDIT UNION of ROME, GA is a 144-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. 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 Aug 2026
Plan brief
The filing discloses $40,281 in broker commissions; premium is not reported on these contracts.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | — | 147 | December | — | $40,281 |
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