Form 5500 · Employee benefit plan · COTTAGE GROVE, WI
SUMMIT CREDIT UNION
SUMMIT CREDIT UNION of COTTAGE GROVE, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES INC. Coverage is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0230585 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| QUARTZ HEALTH BENEFIT PLANS CORPORATION | Health | 1,428 | December | $55,285 |
| RELIASTAR LIFE INSURANCE COMPANY | Life, Disability | 1,349 | December | $45,098 |
| WYSSTA INSURANCE COMPANY INC | Vision | 554 | December | $6,605 |
| FAMILY SERVICE MADISON | — | 950 | December | $0 |
Questions
Who is SUMMIT CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, SUMMIT CREDIT UNION's broker of record is GALLAGHER BENEFIT SERVICES INC.
What insurance carrier does SUMMIT CREDIT UNION use?
SUMMIT CREDIT UNION's benefit plan is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION, among 4 disclosed carriers.
When does SUMMIT CREDIT UNION's group plan renew?
The most recent Schedule A policy period for SUMMIT 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 SUMMIT CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.