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Sponsor portfolioTH

JEANNE DARC CREDIT UNION

EIN 04-1231965-financial services-Latest filing 2024
Plans
2
Retirement
1
$38.3M assets
Welfare
1
$2.8M premiums
Participants
530
ONE TREMONT PLACE - LOWELL, MA 01854978-452-5001jdcu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$38.3M - 351 part#507Fully Insured-$2.8M - 340 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 340 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Life$218K
  • Short-term disability$218K
  • Long-term disability$218K
  • Other$218K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • HARVARD PILGRIM HEALTH CARE84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • EYEMED VISION CARE1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • CGI EMPLOYEE BENEFITS GROUP76%
  • CRONIN GERVINO & WARLICK INC24%
Total $79K2 slices

Plan deep-dives

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

JEANNE D'ARC CREDIT UNION 401(K) PLAN

401k

Assets$38.3M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

EMPLOYEE BENEFIT PROGRAM OF JEANNE D'ARC CREDIT UNION

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.8M
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JEANNE D'ARC CREDIT UNION 401(K) PLAN401k$38.3M3512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507EMPLOYEE BENEFIT PROGRAM OF JEANNE D'ARC CREDIT UNIONFully InsuredHARVARD PILGRIM HEALTH CARE$2.8M3402024
Retirement plans
Welfare plans
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