Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$88K
- Other$65K
- Life$64K
- Short-term disability$64K
- +2 more
Sponsor portfolioTH
UMASSFIVE COLLEGE FCU
EIN 04-2430894Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$1.7M premiums
Participants
311
PO BOX 1060 - HADLEY, MA 010351060413-256-5500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 193 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- HARVARD PILGRIM HEALTH CARE90%
- BLUE CROSS OF CALIFORNIA5%
- HARTFORD LIFE AND ACCIDENT4%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
- HILB GROUP OF NEW ENGLAND0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UMASSFIVE COLLEGE FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$19.1M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
UMASSFIVE COLLEGE FEDERAL CREDIT UNION WELFARE BENEFIT PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$1.7M
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UMASSFIVE COLLEGE FEDERAL CREDIT UNION 401(K) PLAN | 401k | $19.1M | 183 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | UMASSFIVE COLLEGE FEDERAL CREDIT UNION WELFARE BENEFIT PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $1.7M | 193 | 2024 |
Retirement plans
Welfare plans