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Sponsor portfolioTH

ST. MARY'S CREDIT UNION

EIN 04-1802000-banking-Latest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$1.8M premiums
Participants
315
46 LIZOTTE DRIVE - MARLBOROUGH, MA 01752508-490-8000stmaryscu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$34.3M - 177 part#503Fully Insured-$1.8M - 133 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$135K
  • Vision$135K
  • Life$64K
  • Short-term disability$64K
  • Long-term disability$64K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • MASS GENERAL BRIGHAM HEALTH PLAN89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • USABLE LIFE4%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • COMPREHENSIVE BENEFIT ADMINISTRATOR72%
  • INDIGO INSURANCE SERVICES22%
  • GCG FINANCIAL LLC6%
  • NEW ENGLAND EMPLOYEE BENEFITS CO0%
  • R FINE & R FINE INS LLC0%
Total $62K5 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

ST. MARY'S CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$34.3M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ST. MARY'S CREDIT UNION LIFE AND DISABILITY PLAN

Fully Insured - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$1.8M
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ST. MARY'S CREDIT UNION 401(K) RETIREMENT PLAN401k$34.3M1772025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ST. MARY'S CREDIT UNION LIFE AND DISABILITY PLANFully InsuredMASS GENERAL BRIGHAM HEALTH PLAN$1.8M1332025
Retirement plans
Welfare plans
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