Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$387K
- Life$65K
- Long-term disability$15K
- Vision$14K
Sponsor portfolioTH
UTILITIES EMPLOYEES CREDIT UNION
EIN 23-1278971utilitiesLatest filing 2024
Plans
2
Retirement
1
$23.2M assets
Welfare
1
$481K premiums
Participants
245
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $481K premiums / 137 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- HM LIFE INSURANCE COMPANY80%
- PRINCIPAL LIFE INSURANCE COMPANY14%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Broker market share
Schedule A broker compensation
60%top
- PATRIOT GROWTH INSURANCE SERVICES60%
- POWER-KUNKLE GROUP INC33%
- GALLAGHER BENEFIT SERVICES, INC.4%
- JAMES R NELLIGAN & ASSOCIATES LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN
401k
Assets$23.2M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UTILITIES EMPLOYEES CREDIT UNION EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$481K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN | 401k | $23.2M | 136 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UTILITIES EMPLOYEES CREDIT UNION EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $481K | 137 | 2024 |
Retirement plans
Welfare plans