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Form 5500 · Employee benefit plan · ST. JOSEPH, MI

UNITED FEDERAL CREDIT UNION

UNITED 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 HOLMES, MURPHY AND ASSOCIATES, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 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 38-1393400 · plan 510 · as of Jul 2026

Participants
717
Carriers on file
3
Disclosed commissions
$30,583
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability2,501December$19,776
FIDELITY SECURITY LIFE INSURANCE COMPANYVision1,245December$8,938
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability8December$1,869

Questions

Who is UNITED FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, UNITED FEDERAL CREDIT UNION's broker of record is HOLMES, MURPHY AND ASSOCIATES, LLC.

What insurance carrier does UNITED FEDERAL CREDIT UNION use?

UNITED FEDERAL CREDIT UNION's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does UNITED FEDERAL CREDIT UNION's group plan renew?

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