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Form 5500 · Employee benefit plan · NEW HARTFORD, NY

FIRST SOURCE FEDERAL CREDIT UNION

FIRST SOURCE 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 BROWN & BROWN OF NEW YORK INC. Coverage is written through EXCELLUS BLUE CROSS BLUE SHIELD and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
BROWN & BROWN OF NEW YORK INC
Insurance carrier
EXCELLUS BLUE CROSS BLUE SHIELD
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 15-0535531 · plan 503 · as of Jul 2026

Participants
244
Carriers on file
2
Disclosed commissions
$104,109
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EXCELLUS BLUE CROSS BLUE SHIELDHealth146December$86,361
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability237December$17,748

Questions

Who is FIRST SOURCE FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, FIRST SOURCE FEDERAL CREDIT UNION's broker of record is BROWN & BROWN OF NEW YORK INC.

What insurance carrier does FIRST SOURCE FEDERAL CREDIT UNION use?

FIRST SOURCE FEDERAL CREDIT UNION's benefit plan is written through EXCELLUS BLUE CROSS BLUE SHIELD, among 2 disclosed carriers.

When does FIRST SOURCE FEDERAL CREDIT UNION's group plan renew?

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