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Form 5500 · Employee benefit plan · MONTEREY PARK, CA

F & A FEDERAL CREDIT UNION

F & A FEDERAL CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EMERSON ROGERS, LLC. Coverage is written through UNITED CONCORDIA 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 95-1683492 · plan 501 · as of Aug 2026

Participants
109
Carriers on file
5
Disclosed commissions
$26,459
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITED CONCORDIA INSURANCE COMPANYDental105December$135,773$14,713
STANDARD INSURANCE COMPANYDisability111December$47,715$5,543
STANDARD INSURANCE COMPANYLife111December$44,225$5,270
VISION SERVICE PLANVision105December$15,328$933
SYMETRA LIFE INSURANCE COMPANYStop-loss64December$436,389$0

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 5 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.