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Filings through Oct 24, 2026.

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Align Credit Union

EIN 04-1680140-banking-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Health & Benefits
1
$1.7M premiums
Participants
301
87 HALE STREET - LOWELL, MA 01852978-323-0660aligncu.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401(k)-$19.2M - 194 part#501Fully insured-$1.7M - 168 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.7M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Other$82K
  • Life$58K
  • Short-term disability$43K
  • +1 more
Total $1.6M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ALIGN CREDIT UNION 401(K) PROFIT SHARING PLAN

401(k)

Assets$19.2M
Participants194
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ALIGN CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.7M
Covered lives168
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ALIGN CREDIT UNION 401(K) PROFIT SHARING PLAN401(k)$19.2M1942025
  • ALIGN CREDIT UNION 401(K) PROFIT SHARING PLAN$19.2M
    #002 · 401(k) · 2025194

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ALIGN CREDIT UNION HEALTH AND WELFARE BENEFITS PLANFully insuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.7M1682025
  • ALIGN CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN$1.7M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025168
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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