# ASCENTRA CREDIT UNION EMPLOYEE BENEFITS PLAN

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

| Field | Value |
|---|---|
| Sponsor | ASCENTRA CREDIT UNION |
| EIN | 420747751 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | BETTENDORF, IA |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $333K |
| Participants | 174 |
| Persons covered | 379 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| METLIFE LEGAL PLANS | Dental, Vision, Life, LTD, Other |
| AFLAC | STD, Indemnity, Other |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| STEVEN L. SWANSON | AFLAC |
| CAITLIN SOFIA SIMONS | AFLAC |
| TRAVIS MATTOCKS | AFLAC |
| TARA L SCOTT | AFLAC |
| MICHAEL J SKOFF | AFLAC |
| TINA M LASSUY | AFLAC |
| KIMBERLY DEWINTER | AFLAC |

## 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/420747751-501
- Cite as: PlanOptica, https://planoptica.com/welfare/420747751-501
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