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  1. Companies/
  2. Maine State Credit Union
  • Retirement analytics
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Filings through Oct 24, 2026.

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Maine State Credit Union

EIN 01-0196194-financial services-Latest filing 2025
Plans
4
Retirement
2
$24.4M assets
Health & Benefits
2
$1.9M premiums
Participants
382
PO BOX 5659 - AUGUSTA, ME 04332207-624-0803mainestatecu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#001Traditional DB-$17.7M - 61 part#002401(k)-$6.7M - 180 part#502Fully insured-$1.8M - 298 lives#503Fully insured-$107K - 0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $24.4M assets / 241 participants

Assets by plan

Share of aggregate retirement assets

  • UNION RETIREMENT PENSION (#001)$17.7M
  • PLAN AND TRUST (#002)$6.7M
Total $24.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$17.7M
  • CUNA MUTUAL$6.7M
Total $24.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)180
  • UNION RETIREMENT PENSION (#001)61
Total 241Select a row to open it

Benefits portfolio analytics

2 plans / $1.9M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$230K
  • Vision$230K
  • Life$230K
  • Short-term disability$230K
  • Long-term disability$230K
  • +1 more
Total $1.8M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MAINE STATE CREDIT UNION RETIREMENT PENSION PLAN

Traditional DB

Assets$17.7M
Participants61
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MAINE STATE CREDIT UNION 401(K) PLAN AND TRUST

401(k)

Assets$6.7M
Participants180
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

CONSOLIDATED WELFARE BENEFITS PLAN

Fully insured - ANTHEM HEALTH PLANS OF MAINE, INC.

Premiums$1.8M
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

EDI-MAINE STATE CREDIT UNION

Fully insured - STANDARD INSURANCE COMPANY

Premiums$107K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MAINE STATE CREDIT UNION RETIREMENT PENSION PLANTraditional DB$17.7M612025
#002MAINE STATE CREDIT UNION 401(K) PLAN AND TRUST401(k)$6.7M1802024
  • MAINE STATE CREDIT UNION RETIREMENT PENSION PLAN$17.7M
    #001 · Traditional DB · 202561
  • MAINE STATE CREDIT UNION 401(K) PLAN AND TRUST$6.7M
    #002 · 401(k) · 2024180

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502CONSOLIDATED WELFARE BENEFITS PLANFully insuredANTHEM HEALTH PLANS OF MAINE, INC.$1.8M2982025
#503EDI-MAINE STATE CREDIT UNIONFully insuredSTANDARD INSURANCE COMPANY$107K02024
  • CONSOLIDATED WELFARE BENEFITS PLAN$1.8M
    #502 · Fully insured · ANTHEM HEALTH PLANS OF MAINE, INC. · 2025298
  • EDI-MAINE STATE CREDIT UNION$107K
    #503 · Fully insured · STANDARD INSURANCE COMPANY · 20240
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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