Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$50K
- Short-term disability$50K
- Long-term disability$50K
- Other$50K
Sponsor portfolioTH
NUTMEG STATE FINANCIAL CU
EIN 06-0655039bankingLatest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$50K premiums
Participants
288
500 ENTERPRISE DR. STE. 4A - ROCKY HILL, CT 06067860-513-5053nutmegstatefcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $50K premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Broker market share
Schedule A broker compensation
61%top
- SMITH BROTHERS INSURANCE LLC61%
- EMERSON REID LLC26%
- ASSUREDPARTNERS13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
NUTMEG STATE FINANCIAL CREDIT UNION 401(K) PLAN
401k
Assets$9.8M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NUTMEG STATE FINANCIAL CREDIT UNION EMPLOYEE BENEFIT PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$50K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | NUTMEG STATE FINANCIAL CREDIT UNION 401(K) PLAN | 401k | $9.8M | 165 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NUTMEG STATE FINANCIAL CREDIT UNION EMPLOYEE BENEFIT PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $50K | 123 | 2025 |
Retirement plans
Welfare plans