Form 5500 · Employee benefit plan · ERIE, PA
WIDGET FEDERAL CREDIT UNION
WIDGET FEDERAL CREDIT UNION of ERIE, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LILLIS MCKIBBEN BONGIOVANNI & CO. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-0974214 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 252 | January | $5,556 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental | 95 | December | $2,666 |
| VISION BENEFITS OF AMERICA | Vision | 97 | December | $1,076 |
Questions
Who is WIDGET FEDERAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, WIDGET FEDERAL CREDIT UNION's broker of record is LILLIS MCKIBBEN BONGIOVANNI & CO.
What insurance carrier does WIDGET FEDERAL CREDIT UNION use?
WIDGET FEDERAL CREDIT UNION's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does WIDGET FEDERAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for WIDGET FEDERAL CREDIT UNION ended in January. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WIDGET FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.