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Form 5500 · Employee benefit plan · OSHKOSH, WI

VERVE, A CREDIT UNION

VERVE, A CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 5 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 39-0711674 · plan 502 · as of Jul 2026

Participants
240
Carriers on file
6
Disclosed commissions
$43,757
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARTFORD LIFE AND ACCIDENTLife, Disability247December$23,333
AMERICAN HERITAGE LIFE INSURANCE COMPANY87December$9,240
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability20December$7,499
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.Vision148December$1,895
AMERICAN HERITAGE LIFE INSURANCE COMPANY41December$1,790
UNITED HEALTHCARE INSURANCE COMPANY156December$0

Questions

Who is VERVE, A CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, VERVE, A CREDIT UNION's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does VERVE, A CREDIT UNION use?

VERVE, A CREDIT UNION's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 6 disclosed carriers.

When does VERVE, A CREDIT UNION's group plan renew?

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