Plan Ledger DOL Form 5500 · updated monthly

Citadel Federal Credit Unionbenefits

Citadel Federal Credit Union Welfare Benefits Plan · EXTON, PA · plan year 2025

Broker compensation reported · 2025
$79,928

Citadel Federal Credit Union's benefits plans covered 646 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $79,928 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $124 per covered person, below the median for employer plans that report broker pay. Brokers were paid 5.9x the $13,628 reported for 2024.

Insurance contracts · 20256
UNITED HEALTHCARE INSURANCE COMPANYpremiums n/a · 1,028 covered
ALL ONE HEALTHpremiums n/a · 631 covered
METLIFE LEGAL PLANSpremiums n/a · 76 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 661 covered
DELTA DENTAL OF PENNSYLVANIA · dentalpremiums n/a · 1,069 covered
Brokers & agents paid · 20253
LOCKTON COMPANIES, LLC$20,206 · incl $15,138 fees
LOCKTON COMPANIES LLC$6,993 · incl $1 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 231357102 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.