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Form 5500 · Employee benefit plan · TUCSON, AZ

VANTAGE WEST CREDIT UNION

Public Form 5500 records show how VANTAGE WEST CREDIT UNION (TUCSON, AZ) structures its employee benefits. Its broker of record is CBIZ BENEFITS & INSURANCE SVCS INC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 6 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 86-0120482 · plan 505 · as of Jul 2026

Participants
515
Carriers on file
7
Disclosed commissions
$59,872
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife159December$19,135
UNITED OF OMAHA LIFE INSURANCE COMPANY187December$16,568
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY68December$7,963
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability465December$6,309
UNITED OF OMAHA LIFE INSURANCE COMPANYLife486December$5,637
UNUM LIFE INSURANCE COMPANY OF AMERICA21December$2,337
VISION SERVICE PLANVision361December$1,923

Questions

Who is VANTAGE WEST CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, VANTAGE WEST CREDIT UNION's broker of record is CBIZ BENEFITS & INSURANCE SVCS INC.

What insurance carrier does VANTAGE WEST CREDIT UNION use?

VANTAGE WEST CREDIT UNION's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 7 disclosed carriers.

When does VANTAGE WEST CREDIT UNION's group plan renew?

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