Plan Ledger DOL Form 5500 · updated monthly

Sunmark Credit Unionbenefits

Sunmark Credit Union Health and Welfare Benefits Plan · LATHAM, NY · plan year 2025

Broker compensation reported · 2025
$43,947

Sunmark Credit Union's benefits plans covered 252 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $43,947 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $174 per covered person, below the median for employer plans that report broker pay. Broker pay fell 9.1% from $48,369 in 2024.

Insurance contracts · 20253
GUARDIAN LIFE INS CO OF AMERICA · dental visionpremiums n/a · 225 covered
GUARDIAN LIFE INS CO OF AMERICA · life std ltdpremiums n/a · 252 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 51 covered
Brokers & agents paid · 20251
MARSHALL & STERLING EMPLOYEE BENEFI$43,947 · incl $6,193 fees
Also brokered by Marshall & Sterling Employee Benefi5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 141364933 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.