Form 5500 · Employee benefit plan · MERRIFIELD, VA
NAVY FEDERAL CREDIT UNION
NAVY FEDERAL CREDIT UNION of MERRIFIELD, VA is a 24,847-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. and 12 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 53-0116705 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 15 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., covers 1,243 people.
Reported premium across the insured contracts is $35,885,219, with $566,897 in disclosed broker commissions — about 1.6% of premium.
The health contract's policy period ended in December, while at least one ancillary line renews in June — the plan is on a split renewal cycle.
MERCER HEALTH AND BENEFITS, LLC is the broker of record on 5 of the 15 contracts; the rest name a different broker or none.
13 carriers appear on the filing — KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., SECURIAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN and LIFE INSURANCE COMPANY OF NORTH AMERICA among them — with KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. writing the largest contract by premium.
Schedule A insurance contracts
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