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Form 5500 · Employee benefit plan · LAKEWOOD, WA

HARBORSTONE CREDIT UNION

Public Form 5500 records show how HARBORSTONE CREDIT UNION (LAKEWOOD, WA) structures its employee benefits. Its broker of record is PROPEL INSURANCE AGENCY LLC. Coverage is written through REGENCE BLUESHIELD and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0659059 · plan 501 · as of Aug 2026

Participants
273
Carriers on file
3
Disclosed commissions
$154,710
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
REGENCE BLUESHIELDHealth547December$3,655,410$112,530
STANDARD INSURANCE COMPANYLife, Disability466December$276,452$41,484
FIRST CHOICE HEALTH460December$12,214$696

Questions

Who is HARBORSTONE CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, HARBORSTONE CREDIT UNION's broker of record is PROPEL INSURANCE AGENCY LLC.

What insurance carrier does HARBORSTONE CREDIT UNION use?

HARBORSTONE CREDIT UNION's benefit plan is written through REGENCE BLUESHIELD, among 3 disclosed carriers.

When does HARBORSTONE CREDIT UNION's group plan renew?

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