Plan Ledger DOL Form 5500 · updated monthly

Servu Federal Credit Unionbenefits

Servu Federal Credit Union Welfare Benefit Plan · PAINTED POST, NY · plan year 2025

Broker compensation reported · 2025
$41,461

Servu Federal Credit Union's benefits plans covered 131 active participants in 2025, providing health · life · short-term disability · long-term disability · other. Insurance brokers and agents were paid $41,461 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $316 per covered person, above the median for employer plans that report broker pay. Broker pay rose 6.4% from $38,952 in 2024.

Insurance contracts · 20258
AFLACpremiums n/a · 16 covered
EXCELLUS BLUE CROSS BLUE SHIELD · health drugpremiums n/a · 58 covered
COMPANION LIFE INSURANCE COMPANYpremiums n/a · 69 covered
COMPANION LIFE INSURANCE COMPANY · lifepremiums n/a · 131 covered
MUTUAL OF OMAHA INSURANCE COMPANYpremiums n/a · 69 covered
MUTUAL OF OMAHA INSURANCE COMPANY · stdpremiums n/a · 59 covered
MUTUAL OF OMAHA INSURANCE COMPANY · ltdpremiums n/a · 48 covered
MUTUAL OF OMAHA INSURANCE COMPANY · lifepremiums n/a · 131 covered
Brokers & agents paid · 20257
BROWN AND BROWN INSURANCE SVCS INC$2,512 · incl $455 fees
BROWN & BROWN INSURANCE SVCS INC$1,943 · incl $360 fees
ROBERT G RELPH AGENCY INC$183
BRAD JONES AND ASSOCIATES INC$10
19 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.

Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 166041830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.