Form 5500 · Employee benefit plan · APPLETON, WI
FOX COMMUNITIES CREDIT UNION
FOX COMMUNITIES CREDIT UNION of APPLETON, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0738415 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 404 | December | $31,104 |
| DELTA DENTAL OF WISCONSIN | Dental | 343 | December | $11,852 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 695 | December | $4,763 |
| UNITED HEALTHCARE INSURANCE COMPANY | — | 330 | December | $0 |
Questions
Who is FOX COMMUNITIES CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, FOX COMMUNITIES CREDIT UNION's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does FOX COMMUNITIES CREDIT UNION use?
FOX COMMUNITIES CREDIT UNION's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does FOX COMMUNITIES CREDIT UNION's group plan renew?
The most recent Schedule A policy period for FOX COMMUNITIES 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 FOX COMMUNITIES CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.