Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$1.7M
- Vision$1.7M
- Other$79K
- Life$58K
- Short-term disability$43K
- +1 more
Sponsor portfolioTH
ALIGN CREDIT UNION
EIN 04-1680140bankingLatest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$1.7M premiums
Participants
308
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 168 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
73%top
- HP PLANNING LLC73%
- COMPREHENSIVE BENEFIT ADMINISTRATOR18%
- GCG FINANCIAL LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ALIGN CREDIT UNION 401(K) PROFIT SHARING PLAN
401k
Assets$17.7M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALIGN CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.7M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALIGN CREDIT UNION 401(K) PROFIT SHARING PLAN | 401k | $17.7M | 201 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALIGN CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.7M | 168 | 2025 |
Retirement plans
Welfare plans