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Form 5500 · Employee benefit plan · TAMPA, FL

SUNCOAST CREDIT UNION

SUNCOAST CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0291451 · plan 501 · as of Jul 2026

Participants
2,091
Carriers on file
6
Disclosed commissions
$171,715
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife953December$67,701
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability2,458December$45,559
FIDELITY SECURITY LIFE INSURANCE COMPANYVision3,115December$29,804
UNUM INSURANCE COMPANY484December$20,714
METLIFE LEGAL PLANS OF FLORIDA218December$5,195
UNUM LIFE INSURANCE COMPANY OF AMERICA579December$2,742

Questions

Who is SUNCOAST CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, SUNCOAST CREDIT UNION's broker of record is MERCER HEALTH AND BENEFITS, LLC.

What insurance carrier does SUNCOAST CREDIT UNION use?

SUNCOAST CREDIT UNION's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.

When does SUNCOAST CREDIT UNION's group plan renew?

The most recent Schedule A policy period for SUNCOAST 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 SUNCOAST CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.