Plan Ledger DOL Form 5500 · updated monthly

Peak Credit Unionbenefits

Peak Credit Union Health & Welfare Benefit Plan · OLYMPIA, WA · plan year 2025

Broker compensation reported · 2025
$47,861

Peak Credit Union's benefits plan covered 835 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $435,624. Insurance brokers and agents were paid $47,861 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 11.0% of premiums. That is $57 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20255
STANDARD INSURANCE COMPANY · life ltd$436K · 835 covered
CANOPY EAPpremiums n/a · 835 covered
VISION SERVICE PLAN · visionpremiums n/a · 770 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · dentalpremiums n/a · 47 covered
NATIONAL UNION FIRE INS. CO. OF PITTSBURG, PApremiums n/a · 835 covered
Brokers & agents paid · 20259
K P D INSURANCE, LLC$16,955
IMA, INC.$15,714
ALERA GROUP, INC.$4,370 · incl $4,370 fees
K.P.D. INSURANCE, LLC$4,378
K. P. D. INSURANCE, LLC$1,825
CAROL ANN KENYON$1,822
MARCI MARIE OTIS$1,688
RAYMON PAUL KEECH & OTHER AGENTS$252
3 individual agents · names withheld$857

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 2025, EIN 910440744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.