Plan Ledger DOL Form 5500 · updated monthly

Mid-Oregon Credit Unionbenefits

Mid-Oregon Federal Cu Welfare Benefit Plan · BEND, OR · plan year 2025

Previously filed as Mid Oregon Credit Union. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$8,965

Mid-Oregon Credit Union's benefits plans covered 155 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $111,457. Insurance brokers and agents were paid $8,965 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.0% of premiums. That is $58 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 13% from $7,951 in 2024.

Insurance contracts · 20253
STANDARD INSURANCE COMPANY · life ltd$79K · 155 covered
WILLAMETTE DENTAL · dental hmo$33K · 60 covered
CANOPYpremiums n/a · 148 covered
Brokers & agents paid · 20252
INSZONE INSURANCE SERVICES, LLC$7,329 · incl $671 fees
CU BENEFITS ALLIANCE$1,636
Also brokered by Inszone Insurance Services, LLC4

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 930495636 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.