Form 5500 · Employee benefit plan · FALL RIVER, MA
ST. ANNE'S CREDIT UNION
Public Form 5500 records show how ST. ANNE'S CREDIT UNION (FALL RIVER, MA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2128094 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Disability | 125 | December | $8,106 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental, Vision | 190 | December | $1,645 |
| BOSTON MUTUAL LIFE INSURANCE COMPANY | Life | 133 | December | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 125 | December | $0 |
| SUNLIFE | — | 88 | December | $0 |
Questions
Who is ST. ANNE'S CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, ST. ANNE'S CREDIT UNION's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does ST. ANNE'S CREDIT UNION use?
ST. ANNE'S CREDIT UNION's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does ST. ANNE'S CREDIT UNION's group plan renew?
The most recent Schedule A policy period for ST. ANNE'S 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 ST. ANNE'S CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.