Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$110K
- Other$44K
- Short-term disability$40K
- Life$38K
- Long-term disability$20K
- +1 more
Sponsor portfolioTH
EVERGREEN CREDIT UNION
EIN 01-0216328financial servicesLatest filing 2025
Plans
2
Retirement
1
$13.5M assets
Welfare
1
$2.3M premiums
Participants
373
225 RIVERSIDE STREET - PORTLAND, ME 04104207-835-6317egcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 234 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- HARVARD PILGRIM HEALTH CARE90%
- DELTA DENTAL OF CALIFORNIA5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- RED TREE INSURANCE COMPANY, INC.0%
Broker market share
Schedule A broker compensation
80%top
- ACADIA BENEFITS INC80%
- IMA, INC.18%
- COMBINED SERVICES LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERGREEN CREDIT UNION RETIREMENT SAVINGS PLAN
401k
Assets$13.5M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVERGREEN CREDIT UNION
Fully Insured - HPHC INSURANCE COMPANY
Premiums$2.3M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERGREEN CREDIT UNION RETIREMENT SAVINGS PLAN | 401k | $13.5M | 152 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVERGREEN CREDIT UNION | Fully Insured | HPHC INSURANCE COMPANY | $2.3M | 234 | 2025 |
Retirement plans
Welfare plans