Plan Ledger DOL Form 5500 · updated monthly

Teg Federal Credit Unionbenefits

Teg Federal Credit Union Welfare Benefit Plan · POUGHKEEPSIE, NY · plan year 2025

Broker compensation reported · 2025
$25,551

Teg Federal Credit Union's benefits plans covered 128 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $25,551 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $200 per covered person, above the median for employer plans that report broker pay. Broker pay fell 49% from $50,398 in 2024.

Insurance contracts · 20259
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · lifepremiums n/a · 121 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · lifepremiums n/a · 124 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · lifepremiums n/a · 88 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · stdpremiums n/a · 22 covered
ANTHEM BLUE CROSS · visionpremiums n/a · 147 covered
HARTFORD LIFE AND ACCIDENT · stdpremiums n/a · 52 covered
UCM DIGITAL HEALTHpremiums n/a · 257 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 314 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · ltdpremiums n/a · 121 covered
Brokers & agents paid · 20258
ROSE & KIERNAN, INC.$8,614
NFP CORPORATE SERVICES LLC$3,240 · incl $605 fees
ROSE & KIERNAN INC$5,325 · incl $2,774 fees
PROFESSIONAL PENSIONS INC$2,774
NFP COORPORATE SERVICES NY LLC$334 · incl $334 fees
NFP CORPORATE SERVICES NY LLC$594 · incl $118 fees
Also brokered by Rose & Kiernan, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 146077731 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.