Form 5500 · Employee benefit plan · MERRIFIELD, VA
NAVY FEDERAL CREDIT UNION
NAVY FEDERAL CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through SECURIAN LIFE INSURANCE COMPANY 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SECURIAN LIFE INSURANCE COMPANY | Life | 43,234 | December | $141,308 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 24,705 | December | $119,013 |
| ARAG INSURANCE COMPANY | — | 2,646 | December | $56,801 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 43 | December | $15,185 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 50 | December | $8,942 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 81 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 30 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Health | 1,278 | December | $0 |
| VISION SERVICE PLAN | Vision | 20,238 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 45 | December | $0 |
| SECURIAN LIFE INSURANCE COMPANY | — | 12,188 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 520 | December | $0 |
| JANUS ASSOCIATES, INC. DBA BHS | — | 24,320 | December | $0 |
Questions
Who is NAVY FEDERAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, NAVY FEDERAL CREDIT UNION's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does NAVY FEDERAL CREDIT UNION use?
NAVY FEDERAL CREDIT UNION's benefit plan is written through SECURIAN LIFE INSURANCE COMPANY, among 13 disclosed carriers.
When does NAVY FEDERAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for NAVY 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 NAVY FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.