Form 5500 · Employee benefit plan · HILLSBORO, OR
FIRST TECH FEDERAL CREDIT UNION
FIRST TECH 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 USI INSURANCE SERVICES LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7062675 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 1,616 | December | $13,223 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 51 | December | $662 |
| VISION SERVICE PLAN | Vision | 1,406 | December | $0 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | — | 1,587 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health, Vision | 26 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health, Vision | 6 | December | $0 |
| CANOPY EAP | — | 1,437 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health, Vision | 445 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health, Vision | 581 | December | $0 |
Questions
Who is FIRST TECH FEDERAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, FIRST TECH FEDERAL CREDIT UNION's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does FIRST TECH FEDERAL CREDIT UNION use?
FIRST TECH FEDERAL CREDIT UNION's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 9 disclosed carriers.
When does FIRST TECH FEDERAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for FIRST TECH 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 TECH FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.