Form 5500 · Employee benefit plan · SAN JOSE, CA
EXCITE CREDIT UNION
EXCITE CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ACRISURE OF CALIFORNIA LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMAPNY and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1243656 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMAPNY | Health | 53 | December | $29,949 |
| KAISER FOUNDATION HEALTH PLAN | Health | 76 | December | $19,829 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental | 104 | December | $9,779 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Vision | 96 | December | $2,909 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 112 | December | $2,841 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 112 | December | $2,564 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | — | 20 | December | $2,543 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 52 | December | $1,850 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 112 | December | $1,168 |
Questions
Who is EXCITE CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, EXCITE CREDIT UNION's broker of record is ACRISURE OF CALIFORNIA LLC.
What insurance carrier does EXCITE CREDIT UNION use?
EXCITE CREDIT UNION's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMAPNY, among 9 disclosed carriers.
When does EXCITE CREDIT UNION's group plan renew?
The most recent Schedule A policy period for EXCITE 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 EXCITE CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.