Form 5500 · Employee benefit plan · LACEY, WA
O BEE CREDIT UNION
O BEE CREDIT UNION of LACEY, WA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is NATHAN L SCHROEDER. Coverage is written through PACIFICSOURCE HEALTH PLANS and 2 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0639210 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PACIFICSOURCE HEALTH PLANS | Health | 122 | September | $39,277 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Life, Disability | 237 | September | $16,608 |
| VISION SERVICE PLAN | Vision | 128 | September | $1,816 |
Questions
Who is O BEE CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, O BEE CREDIT UNION's broker of record is NATHAN L SCHROEDER.
What insurance carrier does O BEE CREDIT UNION use?
O BEE CREDIT UNION's benefit plan is written through PACIFICSOURCE HEALTH PLANS, among 3 disclosed carriers.
When does O BEE CREDIT UNION's group plan renew?
The most recent Schedule A policy period for O BEE CREDIT UNION ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from O BEE CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.