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Sponsor portfolioTH

ANCORUM CREDIT UNION

EIN 01-0261795-Latest filing 2025
Plans
2
Retirement
1
$19.5M assets
Welfare
1
$79K premiums
Participants
335
765 WASHINGTON STREET - BATH, ME 045302517207-443-3528
Plans on this EIN
2 filings
#002401k-$19.5M - 198 part#503Mixed-$79K - 136 lives

Benefits portfolio analytics

1 plan / $79K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$45K
  • Life$34K
  • Other$34K
Total $79K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $79K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CU INSURANCE SOLUTIONS, LLC100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FIVE COUNTY CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$19.5M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FIVE COUNTY CREDIT UNION LIFE, AD&D AND DEPENDENTS LIFE INSURANCE LONG TERM DISABILITY INSURANCE

Mixed - STANDARD INSURANCE COMPANY

Premiums$79K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FIVE COUNTY CREDIT UNION 401(K) PLAN AND TRUST401k$19.5M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FIVE COUNTY CREDIT UNION LIFE, AD&D AND DEPENDENTS LIFE INSURANCE LONG TERM DISABILITY INSURANCEMixedSTANDARD INSURANCE COMPANY$79K1362025
Retirement plans
Welfare plans
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