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Form 5500 · Employee benefit plan · MONTEREY PARK, CA

F & A FEDERAL CREDIT UNION

Public Form 5500 records show how F & A FEDERAL CREDIT UNION (MONTEREY PARK, CA) structures its employee benefits. Its broker of record is EMERSON ROGERS, LLC. Coverage is written through UNITED CONCORDIA INSURANCE COMPANY and 3 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 95-1683492 · plan 501 · as of Jul 2026

Participants
109
Carriers on file
4
Disclosed commissions
$29,077
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED CONCORDIA INSURANCE COMPANYDental108December$18,600
STANDARD INSURANCE COMPANYDisability109December$4,718
STANDARD INSURANCE COMPANYLife115December$4,711
VISION SERVICE PLANVision110December$1,048

Questions

Who is F & A FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, F & A FEDERAL CREDIT UNION's broker of record is EMERSON ROGERS, LLC.

What insurance carrier does F & A FEDERAL CREDIT UNION use?

F & A FEDERAL CREDIT UNION's benefit plan is written through UNITED CONCORDIA INSURANCE COMPANY, among 4 disclosed carriers.

When does F & A FEDERAL CREDIT UNION's group plan renew?

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