PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FIVE STAR CREDIT UNION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 58-0960142

FIVE STAR CREDIT UNION

5105 MONTGOMERY HWY · DOTHAN, AL 363022028
3347937714
Plans filed
3
Years active
2017–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$198K
No prior year
Persons covered
210
No prior year
Total participants
210
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$413K
FIVE STAR CREDIT UNION GROUP MEDICAL PLAN
Self-funded114 covered·1 carrier
Primary: EVEREST REINSURANCE COMPANY
Plan #503$198K
FIVE STAR CREDIT UNION WELFARE BENEFITS PLAN
Mixed210 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #501$74K
FIVE STAR CREDIT UNION PREMIUM ONLY PLAN
Fully insured119 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$166K23.9%
Short-term disability$166K23.9%
Long-term disability$166K23.9%
Other$166K23.9%
Vision$32K4.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$166K83.9%11210
VISION SERVICE PLAN
EIN 061227840
V
$32K16.1%11183

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCATLANTA, GAVISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY$18K$9K$27K100.0%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica