Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Life$80K
- Long-term disability$80K
- Other$80K
Sponsor portfolioTH
POLISH NATIONAL CREDIT UNION
EIN 04-1734980bankingLatest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$1.6M premiums
Participants
293
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 207 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
83%top
- HP PLANNING LLC83%
- COMPREHENSIVE BENEFIT ADMINISTRATOR9%
- GCG FINANCIAL LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
POLISH NATIONAL CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST
401k
Assets$20.3M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
POLISH NATIONAL CREDIT UNION GROUP HEALTH PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.6M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POLISH NATIONAL CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST | 401k | $20.3M | 168 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | POLISH NATIONAL CREDIT UNION GROUP HEALTH PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.6M | 207 | 2025 |
Retirement plans
Welfare plans