Plan Ledger DOL Form 5500 · updated monthly

Forum Credit Unionbenefits

Forum Credit Union Group Benefit Plan · INDIANAPOLIS, IN · plan year 2025

Broker compensation reported · 2025
$141,472

Forum Credit Union's benefits plans covered 149 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $141,472 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $949 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 104% from $69,327 in 2024.

Insurance contracts · 20252
VISION SERVICE PLAN · visionpremiums n/a · 349 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 149 covered
Brokers & agents paid · 20252
LACASCIO, HADDEN & DENNIS, LLC$139,705 · incl $34,874 fees
LACASCIO, HADDEN & DENNIS$1,767

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 350779057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.