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Form 5500 · Employee benefit plan · SOUTH BEND, IN

EVERWISE CREDIT UNION

EVERWISE CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-0702986 · plan 002 · as of Jul 2026

Participants
865
Carriers on file
3
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY871December$0
PRINCIPAL LIFE INSURANCE COMPANY871December$0
CMFG LIFE INSURANCE COMPANY0October$0

Questions

What insurance carrier does EVERWISE CREDIT UNION use?

EVERWISE CREDIT UNION's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does EVERWISE CREDIT UNION's group plan renew?

The most recent Schedule A policy period for EVERWISE 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 EVERWISE CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.