form5500lookup

Form 5500 · Employee benefit plan · CLATSKANIE, OR

WAUNA FEDERAL CREDIT UNION

WAUNA FEDERAL CREDIT UNION of CLATSKANIE, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CU BENEFITS ALLIANCE. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. 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 93-0562551 · plan 501 · as of Jul 2026

Participants
110
Carriers on file
2
Disclosed commissions
$7,317
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability195December$6,711
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability5December$606

Questions

Who is WAUNA FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, WAUNA FEDERAL CREDIT UNION's broker of record is CU BENEFITS ALLIANCE.

What insurance carrier does WAUNA FEDERAL CREDIT UNION use?

WAUNA FEDERAL CREDIT UNION's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does WAUNA FEDERAL CREDIT UNION's group plan renew?

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