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Form 5500 · Employee benefit plan · METAIRIE, LA

JEFFERSON FINANCIAL FEDERAL CREDIT UNION

JEFFERSON FINANCIAL 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 DALE SOLDEVILA. Coverage is written through BLUE CROSS BLUE SHIELD OF LOUISIANA and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0649178 · plan 501 · as of Jul 2026

Participants
147
Carriers on file
8
Disclosed commissions
$69,226
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF LOUISIANAHealth136December$43,368
UNITED OF OMAHA LIFE INSURANCE COMPANY75August$11,491
GUARDIANDental, Vision126December$3,633
RELIANCE STANDARD LIFE INSURANCE COMPANY58December$3,052
RELIANCE STANDARD LIFE INSURANCE COMPANY87December$2,890
UNUM LIFE INSURANCE COMPANY OF AMERICALife145December$2,604
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability145August$2,188
HARTFORD FIRE INSURANCE COMPANY155July$0

Questions

Who is JEFFERSON FINANCIAL FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, JEFFERSON FINANCIAL FEDERAL CREDIT UNION's broker of record is DALE SOLDEVILA.

What insurance carrier does JEFFERSON FINANCIAL FEDERAL CREDIT UNION use?

JEFFERSON FINANCIAL FEDERAL CREDIT UNION's benefit plan is written through BLUE CROSS BLUE SHIELD OF LOUISIANA, among 8 disclosed carriers.

When does JEFFERSON FINANCIAL FEDERAL CREDIT UNION's group plan renew?

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