Plan Ledger DOL Form 5500 · updated monthly

Travis Credit Unionbenefits

Travis Credit Union Medical, Dental, Vision Life and LTD · VACAVILLE, CA · plan year 2025

Broker compensation reported · 2025
$288,944

Travis Credit Union's benefits plans covered 662 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $62,880. Insurance brokers and agents were paid $288,944 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 459.5% of premiums. That is $436 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 8.5% from $266,385 in 2024.

Insurance contracts · 20254
VISION SERVICE PLAN · vision$63K · 578 covered
KAISER FOUNDATION HEALTH PLAN · health drug hmopremiums n/a · 733 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 662 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 239 covered
Brokers & agents paid · 20252
USI INSURANCE SERVICES NATIONAL$214,065 · incl $363 fees
USI INSURANCE SERVICES, LLC$74,879 · incl $15,812 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 941242831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.