Form 5500 · Employee benefit plan · BILLINGS, MT
VALLEY FINANCIAL CREDIT UNION
Public Form 5500 records show how VALLEY FINANCIAL CREDIT UNION (BILLINGS, MT) structures its employee benefits. Its broker of record is MIRIAM AVERY INSURANCE AGENCY, INC.. Coverage is written through BLUE CROSS BLUE SHIELD and 5 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0247124 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Health | 141 | July | $34,303 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 235 | July | $11,108 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 121 | July | $4,307 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 121 | July | $3,220 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 121 | July | $2,676 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 40 | July | $1,676 |
Questions
Who is VALLEY FINANCIAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, VALLEY FINANCIAL CREDIT UNION's broker of record is MIRIAM AVERY INSURANCE AGENCY, INC..
What insurance carrier does VALLEY FINANCIAL CREDIT UNION use?
VALLEY FINANCIAL CREDIT UNION's benefit plan is written through BLUE CROSS BLUE SHIELD, among 6 disclosed carriers.
When does VALLEY FINANCIAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for VALLEY FINANCIAL CREDIT UNION ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VALLEY FINANCIAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.