# LEADERS CREDIT UNION WELFARE BENEFITS PLAN

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

| Field | Value |
|---|---|
| Sponsor | LEADERS CREDIT UNION |
| EIN | 620681671 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | JACKSON, TN |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $187K |
| Participants | 202 |
| Persons covered | 392 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, Other |
| USABLE LIFE | Life, LTD, Other |
| BCBS OF TENNESSEE | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| BENEFITS FIRST LLC | COLONIAL LIFE AND ACCIDENT INSURANCE CO. |
| SIMMONS FIRST INSURANCE SERVICES | COLONIAL LIFE AND ACCIDENT INSURANCE CO. |
| DORIS LINDA MARTIN | COLONIAL LIFE AND ACCIDENT INSURANCE CO. |
| ANNA DAVIS | COLONIAL LIFE AND ACCIDENT INSURANCE CO. |
| STEVEN P LINDSEY | COLONIAL LIFE AND ACCIDENT INSURANCE CO. |
| KAREN W GORDON | COLONIAL LIFE AND ACCIDENT INSURANCE CO. |
| MJ INSURANCE | COLONIAL LIFE AND ACCIDENT INSURANCE CO. |
| ELLIS INSURANCE AGENCY | USABLE LIFE |
| GROUP INSURANCE SERVICES INC | USABLE LIFE |
| JOHN T HARRIS | BLUECROSS BLUESHIELD OF TENNESSEE, INC. |

## 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/620681671-501
- Cite as: PlanOptica, https://planoptica.com/welfare/620681671-501
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