Form 5500 · Employee benefit plan · VACAVILLE, CA
TRAVIS CREDIT UNION
TRAVIS CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES NATIONAL. Coverage is written through KAISER FOUNDATION HEALTH PLAN and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1242831 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN | Health | 713 | December | $197,974 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 613 | December | $34,897 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 227 | December | $15,757 |
| VISION SERVICE PLAN | Vision | 550 | December | $3,192 |
Questions
Who is TRAVIS CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, TRAVIS CREDIT UNION's broker of record is USI INSURANCE SERVICES NATIONAL.
What insurance carrier does TRAVIS CREDIT UNION use?
TRAVIS CREDIT UNION's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, among 4 disclosed carriers.
When does TRAVIS CREDIT UNION's group plan renew?
The most recent Schedule A policy period for TRAVIS 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 TRAVIS CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.