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Form 5500 · Employee benefit plan · BROOMFIELD, CO

ELEVATIONS CREDIT UNION

Public Form 5500 records show how ELEVATIONS CREDIT UNION (BROOMFIELD, CO) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA 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 84-0459116 · plan 550 · as of Aug 2026

Participants
537
Carriers on file
5
Disclosed commissions
$63,537
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
LIFE INSURANCE COMPANY OF NORTH AMERICALife, Disability512December$292,882$41,792
RELIASTAR LIFE INSURANCE COMPANY376December$84,975$14,934
TRUSTMARK INSURANCE COMPANYLife16December$29,614$6,811
VISION SERVICE PLANVision420December$81,253$0
SPRINGHEALTH1,358December$90,996$0

Questions

Who is ELEVATIONS CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, ELEVATIONS CREDIT UNION's broker of record is MERCER HEALTH AND BENEFITS, LLC.

What insurance carrier does ELEVATIONS CREDIT UNION use?

ELEVATIONS CREDIT UNION's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 5 disclosed carriers.

When does ELEVATIONS CREDIT UNION's group plan renew?

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

Where does this data come from?

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