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Form 5500 · Employee benefit plan · ATHENS, OH

OUCU FINANCIAL CREDIT UNION INC.

OUCU FINANCIAL CREDIT UNION INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SCHWENDEMAN AGENCY, INC.. Coverage is written through ZURICH AMERICAN INSURANCE COMPANY. The plan's most recent policy period ended in February.

Benefits broker of record
SCHWENDEMAN AGENCY, INC.
Insurance carrier
ZURICH AMERICAN INSURANCE COMPANY
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-6040060 · plan 501 · as of Jul 2026

Participants
104
Carriers on file
1
Disclosed commissions
$1,388
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ZURICH AMERICAN INSURANCE COMPANY—103February$1,388

Questions

Who is OUCU FINANCIAL CREDIT UNION INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, OUCU FINANCIAL CREDIT UNION INC.'s broker of record is SCHWENDEMAN AGENCY, INC..

What insurance carrier does OUCU FINANCIAL CREDIT UNION INC. use?

OUCU FINANCIAL CREDIT UNION INC.'s benefit plan is written through ZURICH AMERICAN INSURANCE COMPANY.

When does OUCU FINANCIAL CREDIT UNION INC.'s group plan renew?

The most recent Schedule A policy period for OUCU FINANCIAL CREDIT UNION INC. ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from OUCU FINANCIAL CREDIT UNION INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.