Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$839K
- Long-term disability$458K
- Life$384K
- Other$271K
Sponsor portfolioTH
WRIGHT-PATT CREDIT UNION, INC.
EIN 31-0278870marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$137.8M assets
Welfare
1
$2.0M premiums
Participants
3,137
3560 PENTAGON BLVD - BEAVERCREEK, OH 45431937-912-7057LinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 2,732 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- RELIASTAR LIFE INSURANCE COMPANY88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA12%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
64%top
- HUB INTERNATIONAL MIDWEST LIMITED64%
- HORAN ASSOCIATES INC.21%
- WATCHTOWER TECHNOLOGIES INC7%
- BENE RE LLC5%
- M FINANCIAL HOLDINGS INC2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
WRIGHT-PATT CREDIT UNION, INC. 401(K) PLAN AND TRUST
401k
Assets$137.8M
Participants1,685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WRIGHT-PATT CREDIT UNION INC EMPLOYEE BENEFIT PROGRAM PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives2,732
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | WRIGHT-PATT CREDIT UNION, INC. 401(K) PLAN AND TRUST | 401k | $137.8M | 1,685 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WRIGHT-PATT CREDIT UNION INC EMPLOYEE BENEFIT PROGRAM PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $2.0M | 2,732 | 2025 |
Retirement plans
Welfare plans