Form 5500 · Employee benefit plan · PLYMOUTH, MN
TRUSTONE FINANCIAL CREDIT UNION
TRUSTONE FINANCIAL 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 LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0749255 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 398 | December | $43,871 |
| HARTFORD LIFE AND ACCIDENT | — | 252 | December | $6,873 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 841 | December | $5,821 |
Questions
Who is TRUSTONE FINANCIAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, TRUSTONE FINANCIAL CREDIT UNION's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does TRUSTONE FINANCIAL CREDIT UNION use?
TRUSTONE FINANCIAL CREDIT UNION's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 3 disclosed carriers.
When does TRUSTONE FINANCIAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for TRUSTONE FINANCIAL 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 TRUSTONE FINANCIAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.