Form 5500 · Employee benefit plan · MONTGOMERY, AL
MAX CREDIT UNION
Public Form 5500 records show how MAX CREDIT UNION (MONTGOMERY, AL) structures its employee benefits. Its broker of record is AP BENEFIT ADVISORS, LLC. Coverage is written through HM LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4618706 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HM LIFE INSURANCE COMPANY | Stop-loss | 248 | December | $78,042 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Vision, Life, Disability | 283 | December | $34,623 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 76 | December | $97 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 72 | December | $85 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 27 | December | $35 |
| UPRISEHEALTH | — | 311 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 43 | December | $-15 |
Questions
Who is MAX CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, MAX CREDIT UNION's broker of record is AP BENEFIT ADVISORS, LLC.
What insurance carrier does MAX CREDIT UNION use?
MAX CREDIT UNION's benefit plan is written through HM LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does MAX CREDIT UNION's group plan renew?
The most recent Schedule A policy period for MAX 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 MAX CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.