form5500lookup

Form 5500 · Employee benefit plan · ROCHESTER, NY

THE SUMMIT FEDERAL CREDIT UNION

Public Form 5500 records show how THE SUMMIT FEDERAL CREDIT UNION (ROCHESTER, NY) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in December.

Benefits broker of record
GALLAGHER BENEFIT SERVICES, INC.
Insurance carrier
PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-0754720 · plan 505 · as of Jul 2026

Participants
231
Carriers on file
1
Disclosed commissions
$3,009
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRUDENTIAL INSURANCE COMPANY OF AMERICADisability253December$3,009

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 PRUDENTIAL INSURANCE COMPANY OF AMERICA.

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.