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Sponsor portfolioTH

FREEDOM CREDIT UNION

EIN 04-1961180-banking-Latest filing 2025
Plans
2
Retirement
1
$13.9M assets
Welfare
1
$1.4M premiums
Participants
218
1976 MAIN STREET, PO BOX 3009 - SPRINGFIELD, MA 01101413-505-5718freedom.coopLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#003401k-$13.9M - 119 part#501Fully Insured-$1.4M - 128 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$49K
  • Other$30K
  • Life$25K
  • Long-term disability$19K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HEALTH NEW ENGLAND, INC.91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • EYEMED VISION CARE1%
  • ESI EMPLOYEE ASSISTANCE GROUP0%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • USI INSURANCE SERVICES LLC56%
  • UNKNOWN33%
  • GCG FINANCIAL LLC11%
Total $22K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FREEDOM CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$13.9M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FREEDOM CREDIT UNION EMPLOYEE BENEFIT PLAN

Fully Insured - HEALTH NEW ENGLAND, INC.

Premiums$1.4M
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FREEDOM CREDIT UNION 401(K) RETIREMENT PLAN401k$13.9M1192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FREEDOM CREDIT UNION EMPLOYEE BENEFIT PLANFully InsuredHEALTH NEW ENGLAND, INC.$1.4M1282025
Retirement plans
Welfare plans
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