Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Stop-loss$559K
- Other$193K
- Life$189K
- Long-term disability$189K
- +1 more
Sponsor portfolioTH
CREDIT UNION NATIONAL ASSOCIATION, INC DBA AMERICA'S CREDIT UNIONS
EIN 23-7065623financial servicesLatest filing 2025
Plans
2
Retirement
1
$149.7M assets
Welfare
1
$2.5M premiums
Participants
647
4703 MADISON YARDS WAY, SUITE 300 - MADISON, WI 537052930608-231-4428cuna.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 248 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION68%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY22%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- VISION SERVICE PLAN2%
- EMPATHIA, INC.0%
- +1 more
Broker market share
Schedule A broker compensation
93%top
- M3 INSURANCE SOLUTIONS INC93%
- WATCHTOWER TECHNOLOGIES INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
AMERICA'S CREDIT UNIONS 401(K) PLAN
401k
Assets$149.7M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516
CREDIT UNION NATIONAL ASSOCIATION, INC. EMPLOYEE BENEFITS PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$2.5M
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | AMERICA'S CREDIT UNIONS 401(K) PLAN | 401k | $149.7M | 331 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 516 | CREDIT UNION NATIONAL ASSOCIATION, INC. EMPLOYEE BENEFITS PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $2.5M | 248 | 2025 |
Retirement plans
Welfare plans