# MAX CREDIT UNION WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **MAX CREDIT UNION**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MAX CREDIT UNION |
| EIN | 364618706 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | MONTGOMERY, AL |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $1.1M |
| Participants | 285 |
| Persons covered | 311 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HM LIFE INSURANCE COMPANY | Stop-loss |
| MUTUAL OF OMAHA INSURANCE COMPANY | Vision, Life, STD, LTD, Other |
| METLIFE LEGAL PLANS | Other, STD |
| UPRISEHEALTH | Other |

## Brokers

| Broker | Placed with |
|---|---|
| AP BENEFIT ADVISORS, LLC | HM LIFE INSURANCE COMPANY |
| AP BENEFIT ADVISORS, LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| AP BENEFIT ADVISORS, LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| PLANSOURCE BENEFITS ADMINISTRATION | METROPOLITAN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/364618706-503
- Cite as: PlanOptica, https://planoptica.com/welfare/364618706-503
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