Form 5500 · Employee benefit plan · WYOMISSING, PA
UTILITIES EMPLOYEES CREDIT UNION
Public Form 5500 records show how UTILITIES EMPLOYEES CREDIT UNION (WYOMISSING, PA) structures its employee benefits. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1278971 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Life | 137 | December | $4,346 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 98 | December | $1,540 |
| HM LIFE INSURANCE COMPANY | Stop-loss | 85 | December | $0 |
| VISION BENEFITS OF AMERICA | Vision | 94 | December | $0 |
Questions
Who is UTILITIES EMPLOYEES CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, UTILITIES EMPLOYEES CREDIT UNION's broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does UTILITIES EMPLOYEES CREDIT UNION use?
UTILITIES EMPLOYEES CREDIT UNION's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does UTILITIES EMPLOYEES CREDIT UNION's group plan renew?
The most recent Schedule A policy period for UTILITIES EMPLOYEES 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 UTILITIES EMPLOYEES CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.