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Sponsor portfolioTH

MAINE STATE CREDIT UNION

EIN 01-0196194-financial services-Latest filing 2024
Plans
4
Retirement
2
$23.5M assets
Welfare
2
$1.6M premiums
Participants
490
PO BOX 5659 - AUGUSTA, ME 043325659207-624-0755mainestatecu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#001TraditionalDB-$16.8M - 66 part#002401k-$6.7M - 180 part#502Fully Insured-$1.5M - 232 lives#503Fully Insured-$107K - 142 lives

Retirement portfolio analytics

2 plans aggregated / $23.5M assets / 246 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • UNION RETIREMENT PENSION (#001)72%
  • PLAN AND TRUST (#002)28%
Total $23.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • (Not disclosed)72%
  • CMFG LIFE INSURANCE COMPANY28%
Total $23.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)180
  • UNION RETIREMENT PENSION (#001)66
Total 246Click row to drill in

Benefits portfolio analytics

2 plans / $1.6M premiums / 374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$107K
  • Short-term disability$107K
  • Long-term disability$107K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • ANTHEM LIFE INSURANCE COMPANY95%
  • STANDARD INSURANCE COMPANY5%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CROSS BENEFIT SOLUTIONS100%
Total $68K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MAINE STATE CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$16.8M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MAINE STATE CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$6.7M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CONSOLIDATED WELFARE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF MAINE, INC.

Premiums$1.5M
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

EDI-MAINE STATE CREDIT UNION

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$107K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MAINE STATE CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$16.8M662024
002MAINE STATE CREDIT UNION 401(K) PLAN AND TRUST401k$6.7M1802024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CONSOLIDATED WELFARE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF MAINE, INC.$1.5M2322024
503EDI-MAINE STATE CREDIT UNIONFully InsuredSTANDARD INSURANCE COMPANY$107K1422024
Retirement plans
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