# NAVY FEDERAL CREDIT UNION WELFARE BENEFITS PLAN

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

| Field | Value |
|---|---|
| Sponsor | NAVY FEDERAL CREDIT UNION |
| EIN | 530116705 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | MERRIFIELD, VA |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $35.9M |
| Participants | 25,304 |
| Persons covered | 53,727 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, Rx, HMO |
| SECURIAN FINANCIAL GROUP | Life, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | LTD, Indemnity |
| METLIFE LEGAL PLANS | STD, LTD |
| SPRING HEALTH | Other |
| JANUS ASSOCIATES, INC. DBA BHS | Other |
| ARAG LEGAL | Other |
| AETNA LIFE INSURANCE COMPANY | Health, Rx, Dental, Vision, PPO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MERCER HEALTH AND BENEFITS, LLC | SECURIAN LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| REWARDS PLUS OF AMERICAN INSURANCE | ARAG INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | AETNA LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |

## 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/530116705-502
- Cite as: PlanOptica, https://planoptica.com/welfare/530116705-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers