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Form 5500 · Employee benefit plan · BROOKFIELD, WI

LANDMARK CREDIT UNION

LANDMARK CREDIT UNION of BROOKFIELD, 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 LIFE INSURANCE COMPANY OF NORTH 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 39-0203995 · plan 501 · as of Jul 2026

Participants
930
Carriers on file
5
Disclosed commissions
$30,572
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LIFE INSURANCE COMPANY OF NORTH AMERICALife1,255December$18,831
LIFE INSURANCE COMPANY OF NORTH AMERICADisability952December$5,141
VISION SERVICE PLANVision620December$3,900
LIFE INSURANCE COMPANY OF NORTH AMERICA952December$2,700
UNITED HEALTHCARE INSURANCE COMPANY1,521December$0

Questions

Who is LANDMARK CREDIT UNION's benefits broker?

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

What insurance carrier does LANDMARK CREDIT UNION use?

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

When does LANDMARK CREDIT UNION's group plan renew?

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