Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$670K
- Short-term disability$112K
- Long-term disability$67K
- Life$46K
- Other$46K
Sponsor portfolioTH
DIAMOND CREDIT UNION
EIN 23-1320654financial servicesLatest filing 2025
Plans
2
Retirement
1
$39.7M assets
Welfare
1
$3.1M premiums
Participants
456
1600 MEDICAL DR - POTTSTOWN, PA 194643242610-326-5490diamondcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 296 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- KISTLER TIFFANY BENEFITS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DIAMOND CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$39.7M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
DIAMOND CREDIT UNION WRAP PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$3.1M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DIAMOND CREDIT UNION 401(K) PLAN AND TRUST | 401k | $39.7M | 241 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | DIAMOND CREDIT UNION WRAP PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $3.1M | 296 | 2025 |
Retirement plans
Welfare plans