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Form 5500 · Employee benefit plan · EVANSVILLE, IN

LIBERTY FEDERAL CREDIT UNION

Public Form 5500 records show how LIBERTY FEDERAL CREDIT UNION (EVANSVILLE, IN) structures its employee benefits. Its broker of record is SHEPHERD INSURANCE LLC. Coverage is written through HEALTH RESOURCES INC. 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 35-0885388 · plan 502 · as of Jul 2026

Participants
696
Carriers on file
1
Disclosed commissions
$18,674
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HEALTH RESOURCES INCDental1,289December$18,674

Questions

Who is LIBERTY FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, LIBERTY FEDERAL CREDIT UNION's broker of record is SHEPHERD INSURANCE LLC.

What insurance carrier does LIBERTY FEDERAL CREDIT UNION use?

LIBERTY FEDERAL CREDIT UNION's benefit plan is written through HEALTH RESOURCES INC.

When does LIBERTY FEDERAL CREDIT UNION's group plan renew?

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