Form 5500 · Employee benefit plan · GREENSBORO, NC
VIZO FINANCIAL CORPORATE CREDIT UNION
Public Form 5500 records show how VIZO FINANCIAL CORPORATE CREDIT UNION (GREENSBORO, NC) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1295697 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 161 | December | $8,859 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY | Dental, Vision | 314 | December | $3,626 |
| UNITED HEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 317 | December | $0 |
Questions
Who is VIZO FINANCIAL CORPORATE CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, VIZO FINANCIAL CORPORATE CREDIT UNION's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does VIZO FINANCIAL CORPORATE CREDIT UNION use?
VIZO FINANCIAL CORPORATE CREDIT UNION's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does VIZO FINANCIAL CORPORATE CREDIT UNION's group plan renew?
The most recent Schedule A policy period for VIZO FINANCIAL CORPORATE 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 VIZO FINANCIAL CORPORATE CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.