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Form 5500 · Employee benefit plan · SHEBOYGAN, WI

KOHLER CREDIT UNION

KOHLER CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 4 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 39-0402815 · plan 501 · as of Jul 2026

Participants
153
Carriers on file
5
Disclosed commissions
$14,874
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICALife, Disability150December$9,693
DELTA DENTAL OF WISCONSINDental77December$5,181
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.Vision145December$0
UNITED HEALTHCARE INSURANCE COMPANY85December$0
TOKIO MARINEStop-loss150December$0

Questions

Who is KOHLER CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, KOHLER CREDIT UNION's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does KOHLER CREDIT UNION use?

KOHLER CREDIT UNION's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.

When does KOHLER CREDIT UNION's group plan renew?

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