Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$307K
- Dental$134K
- Vision$134K
- Life$51K
- Long-term disability$29K
- Short-term disability$7K
Sponsor portfolioTH
ST. ANNE'S CREDIT UNION
EIN 04-2128094bankingLatest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$476K premiums
Participants
338
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $476K premiums / 190 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- SUN LIFE ASSURANCE COMPANY OF CANADA54%
- UNITEDHEALTHCARE INSURANCE COMPANY36%
- BOSTON MUTUAL LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
87%top
- BLUE BENEFIT ADMINISTRATORS OF MASS87%
- USI INSURANCE SERVICES LLC13%
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. ANNE'S CREDIT UNION 401(K) RETIREMENT PLAN
401k
Assets$16.0M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ST. ANNES CREDIT UNION WELFARE WRAP PLAN
Mixed - SUNLIFE
Premiums$476K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ST. ANNE'S CREDIT UNION 401(K) RETIREMENT PLAN | 401k | $16.0M | 205 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ST. ANNES CREDIT UNION WELFARE WRAP PLAN | Mixed | SUNLIFE | $476K | 190 | 2025 |
Retirement plans
Welfare plans