Form 5500 · Employee benefit plan · FRANKLIN, TN
SOUTHEAST FINANCIAL CREDIT UNION
SOUTHEAST FINANCIAL CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0382058 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 132 | August | $11,569 |
| BLUECROSS BLUESHIELD OF TENNESSEE, INC | Health, Dental, Vision | 153 | August | $0 |
Questions
Who is SOUTHEAST FINANCIAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, SOUTHEAST FINANCIAL CREDIT UNION's broker of record is CBIZ BENEFITS & INSURANCE SERVICES.
What insurance carrier does SOUTHEAST FINANCIAL CREDIT UNION use?
SOUTHEAST FINANCIAL CREDIT UNION's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does SOUTHEAST FINANCIAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for SOUTHEAST FINANCIAL CREDIT UNION ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOUTHEAST FINANCIAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.