Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$80K
- Vision$80K
- Life$80K
- Short-term disability$80K
- Long-term disability$80K
- Other$80K
Sponsor portfolioTH
CONNEX CREDIT UNION, INC.
EIN 06-0655052bankingLatest filing 2025
Plans
2
Retirement
1
$20.1M assets
Welfare
1
$80K premiums
Participants
361
412 WASHINGTON AVE - NORTH HAVEN, CT 064731309203-603-5701connexcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $80K premiums / 147 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
- UNIMERICA INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
71%top
- DIGITAL INSURANCE LLC71%
- CENTRO BENEFITS RESEARCH LLC22%
- SMITH BROTHERS INSURANCE LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONNEX CREDIT UNION, INC. 401(K) PLAN AND TRUST
401k
Assets$20.1M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONNEX CREDIT UNION, INC. HEALTH & WELFARE BENEFITS PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$80K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONNEX CREDIT UNION, INC. 401(K) PLAN AND TRUST | 401k | $20.1M | 214 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONNEX CREDIT UNION, INC. HEALTH & WELFARE BENEFITS PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $80K | 147 | 2025 |
Retirement plans
Welfare plans