form5500lookup

Form 5500 · Employee benefit plan · ALPHARETTA, GA

CREDIT UNION LOAN SOURCE, LLC

Public Form 5500 records show how CREDIT UNION LOAN SOURCE, LLC (ALPHARETTA, GA) structures its employee benefits. Its broker of record is MEMBERS INSURANCE ADVISORS LLC. Coverage is written through BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0117641 · plan 501 · as of Jul 2026

Participants
132
Carriers on file
5
Disclosed commissions
$34,047
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.Dental, Vision249December$16,475
LIFE INSURANCE COMPANY OF NORTH AMERICALife0December$9,135
LIFE INSURANCE COMPANY OF NORTH AMERICADisability0December$4,510
LIFE INSURANCE COMPANY OF NORTH AMERICA0December$2,905
LIFE INSURANCE COMPANY OF NORTH AMERICA0December$1,022

Questions

Who is CREDIT UNION LOAN SOURCE, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CREDIT UNION LOAN SOURCE, LLC's broker of record is MEMBERS INSURANCE ADVISORS LLC.

What insurance carrier does CREDIT UNION LOAN SOURCE, LLC use?

CREDIT UNION LOAN SOURCE, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC., among 5 disclosed carriers.

When does CREDIT UNION LOAN SOURCE, LLC's group plan renew?

The most recent Schedule A policy period for CREDIT UNION LOAN SOURCE, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CREDIT UNION LOAN SOURCE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.