Form 5500 · Employee benefit plan · ROME, GA
COOSA VALLEY CREDIT UNION
Public Form 5500 records show how COOSA VALLEY CREDIT UNION (ROME, GA) structures its employee benefits. Its broker of record is RICKY W. STEPP. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-0664019 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision | 355 | June | $66,856 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 0 | June | $17,520 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 0 | June | $11,452 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 0 | June | $10,688 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 0 | June | $2,139 |
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 RICKY W. STEPP.
What insurance carrier does COOSA VALLEY CREDIT UNION use?
COOSA VALLEY CREDIT UNION's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does COOSA VALLEY CREDIT UNION's group plan renew?
The most recent Schedule A policy period for COOSA VALLEY CREDIT UNION ended in June. 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.