form5500lookup

Form 5500 · Employee benefit plan · DEARBORN, MI

DFCU FINANCIAL

Public Form 5500 records show how DFCU FINANCIAL (DEARBORN, MI) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY 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 38-1350130 · plan 505 · as of Jul 2026

Participants
751
Carriers on file
5
Disclosed commissions
$53,097
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife701December$23,995
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability566December$14,969
UNUM INSURANCE COMPANY138December$5,001
UNUM INSURANCE COMPANY91December$4,908
FIDELITY SECURITY LIFE INSURANCE COMPANYVision864December$4,224

Questions

Who is DFCU FINANCIAL's benefits broker?

Per its most recent Form 5500 Schedule A, DFCU FINANCIAL's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does DFCU FINANCIAL use?

DFCU FINANCIAL's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does DFCU FINANCIAL's group plan renew?

The most recent Schedule A policy period for DFCU FINANCIAL ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from DFCU FINANCIAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.