Form 5500 · Employee benefit plan · MADISON, WI
CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC.
CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC. of MADISON, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is M3 INSURANCE SERVICES INC. Coverage is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7065623 · plan 516 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| QUARTZ HEALTH BENEFIT PLANS CORPORATION | Health | 276 | December | $30,030 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 213 | December | $11,923 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 40 | December | $2,899 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 40 | December | $2,724 |
| VISION SERVICE PLAN | Vision | 226 | December | $2,459 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 40 | December | $1,094 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 1 | December | $138 |
| FEDERAL INSURANCE COMPANY | — | 290 | January | $102 |
| CAREFIRST BLUECHOICE, INC. | Health | 73 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Stop-loss | 98 | December | $0 |
Questions
Who is CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC.'s broker of record is M3 INSURANCE SERVICES INC.
What insurance carrier does CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC. use?
CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC.'s benefit plan is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION, among 10 disclosed carriers.
When does CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC.'s group plan renew?
The most recent Schedule A policy period for CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC. 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 NATIONAL ASSOCIATION, INC. DBA CUNA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.