Form 5500 · Employee benefit plan · ROCHESTER, NY
THE SUMMIT FEDERAL CREDIT UNION
THE SUMMIT FEDERAL CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through EXCELLUS BLUE CROSS BLUE SHIELD and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-0754720 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EXCELLUS BLUE CROSS BLUE SHIELD | Health | 132 | December | $66,943 |
| VISION SERVICE PLAN | Vision | 168 | December | $1,305 |
Questions
Who is THE SUMMIT FEDERAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, THE SUMMIT FEDERAL CREDIT UNION's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does THE SUMMIT FEDERAL CREDIT UNION use?
THE SUMMIT FEDERAL CREDIT UNION's benefit plan is written through EXCELLUS BLUE CROSS BLUE SHIELD, among 2 disclosed carriers.
When does THE SUMMIT FEDERAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for THE SUMMIT FEDERAL 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 THE SUMMIT FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.