Plan Ledger DOL Form 5500 · updated monthly

Elevations Credit Unionbenefits

Elevations Credit Union Health and Welfare Plan · BROOMFIELD, CO · plan year 2025

Broker compensation reported · 2025
$64,039

Elevations Credit Union's benefits plans covered 512 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $64,039 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $125 per covered person, below the median for employer plans that report broker pay. Broker pay rose 131% from $27,727 in 2024.

Insurance contracts · 20255
VISION SERVICE PLAN · visionpremiums n/a · 420 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 376 covered
TRUSTMARK INSURANCE COMPANY · lifepremiums n/a · 16 covered
SPRINGHEALTHpremiums n/a · 1,358 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 512 covered
Brokers & agents paid · 20254
MERCER HEALTH AND BENEFITS, LLC$34,549 · incl $466 fees
ALTC FUNDING, LLC$6,811
MERCER HEALTH & BENEFITS, LLC$1,766 · incl $36 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 840459116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.