Trumark Financial Credit Union
Updated Filing received by DOL
Trumark Financial Credit Union, a finance & insurance employer in Fort Washington, Pennsylvania, reported 406 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows $35,970 in insurance premiums across 5 contracts and $28,099 in broker commissions and fees. The plan is self-funded (the employer pays claims itself). The Department of Labor received an amended filing on August 11, 2026; the original filing date is not in the public dataset.
Who was paid on Trumark Financial Credit Union's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Trumark Financial Credit Union filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| NFP · Warrington, PA | $22,321 | $5,687 | $28,008 | 5 |
| Img · Indianapolis, IN | $0 | $91 | $91 | 1 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Vision Benefits of Americavision | 311 | $35,970 | $1,808 | 5.0% |
| Aetna Life Insurance Corp.dental | 588 | — | $5,678 | — |
| Prudential Insurance Company of Americalife, short-term disability, long-term disability | 424 | — | $20,393 | — |
| Cigna Health and Life Insurance Companycoverage not coded | 1 | — | $220 | — |
| Countrywide Enterprises, Inccoverage not coded | 44 | — | — | — |
Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Trumark Financial Credit Union compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Not computable: no insured medical premium on the filing.
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2023 | 2024 | Change | |
|---|---|---|---|
| Participants | 382 | 406 | +6.3% |
| Premiums filed | $34,929 | $35,970 | +3.0% |
| Broker commissions + fees | $15,862 | $28,099 | +77.1% |
| Commission rate | — | — | — |
Source: DOL Form 5500 filings for plan years 2023 and 2024.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Trumark Financial Credit Union Flexible Benefits Plan#503 · amended · insurance, general assets | November 30, 2025 | August 11, 2026 | amended filing; original date not in data | 406 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Trumark Financial Credit Union pay in health insurance broker commissions in 2024?
Trumark Financial Credit Union's 2024 Form 5500 reports $28,099 in broker commissions and fees across 5 insurance contracts ($22,321 in commissions, $5,778 in fees), with NFP receiving the largest share.
Is Trumark Financial Credit Union's health plan self-funded or fully insured?
The 2024 filing indicates the plan is self-funded (the employer pays claims itself).
How does Trumark Financial Credit Union's broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Trumark Financial Credit Union because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 200-499 participants that disclosed broker pay reported a median of $77,013.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.