Plan Ledger DOL Form 5500 · updated monthly

St. Anne's Credit Unionbenefits

St. Annes Credit Union Welfare Wrap Plan · FALL RIVER, MA · plan year 2025

Broker compensation reported · 2025
$72,927

St. Anne's Credit Union's benefits plans covered 133 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $72,927 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $548 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 4.6% from $76,404 in 2024.

Insurance contracts · 20255
UNITEDHEALTHCARE INSURANCE COMPANY · dental visionpremiums n/a · 190 covered
BOSTON MUTUAL LIFE INSURANCE COMPANY · lifepremiums n/a · 133 covered
UNITEDHEALTHCARE INSURANCE COMPANY · ltdpremiums n/a · 125 covered
UNITEDHEALTHCARE INSURANCE COMPANY · stdpremiums n/a · 125 covered
SUNLIFEpremiums n/a · 88 covered
Brokers & agents paid · 20252
BLUE BENEFIT ADMINISTRATORS OF MASS$63,176 · incl $63,176 fees
Also brokered by Blue Benefit Administrators of Mass4
Omega Flex, Inc. PA$133,223

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 042128094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.