form5500lookup

Form 5500 · Employee benefit plan · LITTLETON, MA

WORKERS FEDERAL CREDIT UNION

WORKERS FEDERAL CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CU BENEFITS ALLIANCE. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 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 04-2079901 · plan 501 · as of Jul 2026

Participants
255
Carriers on file
3
Disclosed commissions
$16,030
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability329December$8,668
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability28March$7,362
ALLONE HEALTH EAP, LLC350December$0

Questions

Who is WORKERS FEDERAL CREDIT UNION's benefits broker?

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

What insurance carrier does WORKERS FEDERAL CREDIT UNION use?

WORKERS FEDERAL CREDIT UNION's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.

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

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