Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$845K
- Life$722K
- Short-term disability$709K
- Long-term disability$709K
- Health$133K
- Vision$111K
Sponsor portfolioTH
HUDSON VALLEY CREDIT UNION
EIN 14-1471439financial servicesLatest filing 2025
Plans
2
Retirement
1
$121.2M assets
Welfare
1
$999K premiums
Participants
2,487
137 BOARDMAN ROAD - POUGHKEEPSIE, NY 126034821800-468-3011hvcu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $999K premiums / 1,591 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- ANTHEM LIFE INSURANCE COMPANY44%
- UNUM LIFE INSURANCE COMPANY OF AMERICA40%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- ESI EMPLOYEE ASSISTANCE GROUP3%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HVCU 401(K) PLAN
401k
Assets$121.2M
Participants1,365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HVFCU HEALTH AND WELFARE PLAN
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$999K
Covered lives1,591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HVCU 401(K) PLAN | 401k | $121.2M | 1,365 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HVFCU HEALTH AND WELFARE PLAN | Mixed | FIRST UNUM LIFE INSURANCE COMPANY | $999K | 1,591 | 2025 |
Retirement plans
Welfare plans