Plan Ledger DOL Form 5500 · updated monthly

Fox Communities Credit Unionbenefits

Fox Communities Credit Union Group Health and Welfare Plan · APPLETON, WI · plan year 2025

Broker compensation reported · 2025
$69,947

Fox Communities Credit Union's benefits plans covered 461 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $332,199. Insurance brokers and agents were paid $69,947 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 21.1% of premiums. That is $152 per covered person, below the median for employer plans that report broker pay. Broker pay rose 28% from $54,499 in 2024.

Insurance contracts · 20253
DELTA DENTAL OF WISCONSIN · dental$332K · 385 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 548 covered
SYMETRA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 461 covered
Brokers & agents paid · 20254
LOCKTON COMPANIES LLC$56,237 · incl $15,271 fees
COTTINGHAM & BUTLER INS SERV INC$3
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 390738415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.