Form 5500 · Employee benefit plan · BEDFORD, TX
FORT WORTH COMMUNITY CREDIT UNION
Public Form 5500 records show how FORT WORTH COMMUNITY CREDIT UNION of BEDFORD, TX, a finance and insurance employer, structures its employee benefits. Its broker of record is JAMES T KINNEY. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-0796472 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering life and disability; the largest, with LIFE INSURANCE COMPANY OF NORTH AMERICA, covers 170 people.
Reported premium across the insured contracts is $133,922, with $2,438 in disclosed broker commissions — about 1.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
JAMES T KINNEY is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
3 carriers appear on the filing — LIFE INSURANCE COMPANY OF NORTH AMERICA, TRANSAMERICA LIFE INSURANCE COMPANY and PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD — with LIFE INSURANCE COMPANY OF NORTH AMERICA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | Life | 15 | December | $21,505 | $2,240 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 8 | December | $1,760 | $198 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 170 | December | $68,522 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 170 | December | $36,594 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 170 | December | $5,541 | $0 |
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