Plan Ledger DOL Form 5500 · updated monthly

Credit Union National Association, Inc. dba Cuna, Inc.benefits

Credit Union National Association, Inc. Employee Benefits Plan · MADISON, WI · plan year 2024

Broker compensation reported · 2024
$91,527

Credit Union National Association, Inc. dba Cuna, Inc.'s benefits plans covered 248 active participants in 2024, providing health · life · dental · vision · long-term disability · other · death benefits · short-term disability. Insurance brokers and agents were paid $91,527 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $369 per covered person, above the median for employer plans that report broker pay. Broker pay fell 8.4% from $99,973 in 2023.

Insurance contracts · 202410
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 213 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 40 covered
QUARTZ HEALTH BENEFIT PLANS CORPORATION · health drug hmo ppopremiums n/a · 276 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 290 covered
CAREFIRST BLUECHOICE, INC. · health drug hmopremiums n/a · 73 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 1 covered
VISION SERVICE PLAN · visionpremiums n/a · 226 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 40 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 40 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · stop-losspremiums n/a · 98 covered
Brokers & agents paid · 202411
M3 INSURANCE SERVICES INC$30,030
DIGITAL INSURANCE LLC$17,682 · incl $17,682 fees
M3 INSURANCE SOLUTIONS INC$15,024 · incl $5,054 fees
M3 INSURANCE$12,702 · incl $12,702 fees
AMWINS CONNECT ADMINISTRATORS, INC$3,528 · incl $3,528 fees
M3 INSURANCE SOLUTIONS INC.$3,584
GALLAGHER BENEFIT SERVICES$1,192 · incl $1,192 fees
Individual agent · names withheld$26

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 237065623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.