Form 5500 · Employee benefit plan · BRIGHTON, MI
LAKE TRUST CREDIT UNION
Public Form 5500 records show how LAKE TRUST CREDIT UNION (BRIGHTON, MI) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-1250516 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 469 | December | $30,757 |
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Vision | 762 | December | $25,372 |
| DELTA DENTAL OF MICHIGAN | Dental | 879 | December | $10,514 |
| PREPAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 85 | December | $4,137 |
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 29 | December | $2,490 |
| EMPATHIA, INC. | — | 475 | December | $0 |
Questions
Who is LAKE TRUST CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, LAKE TRUST CREDIT UNION's broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does LAKE TRUST CREDIT UNION use?
LAKE TRUST CREDIT UNION's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 6 disclosed carriers.
When does LAKE TRUST CREDIT UNION's group plan renew?
The most recent Schedule A policy period for LAKE TRUST 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 LAKE TRUST CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.