PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HOMELAND CREDIT UNION, INC.
Sponsor portfolio

HOMELAND CREDIT UNION, INC.

EIN 31-0395830-banking-Latest filing 2025
Plans
3
Retirement
2
$13.4M assets
Welfare
1
$344K premiums
Participants
245
P O BOX 1974 - CHILLICOTHE, OH 45601740-775-3331homelandcu.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002TraditionalDB-$8.4M - 91 part#001401k-$5.1M - 71 part#501Mixed-$344K - 83 lives

Retirement portfolio analytics

2 plans aggregated / $13.4M assets / 162 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • UNION, INC. PENSION (#002)62%
  • UNION, INC. 401(K) (#001)38%
Total $13.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION, INC. PENSION (#002)91
  • UNION, INC. 401(K) (#001)71
Total 162Click row to drill in

Benefits portfolio analytics

1 plan / $344K premiums / 83 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$293K
  • Prescription drug$293K
  • Stop-loss$293K
  • Life$51K
  • Short-term disability$51K
  • Long-term disability$51K
  • +1 more
Total $344K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • COMPANION LIFE INSURANCE COMPANY85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY15%
Total $344K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • RONALD E KIRKLAND52%
  • BAC AGENCY, INC.48%
Total $19K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HOMELAND CREDIT UNION, INC. PENSION PLAN

TraditionalDB

Assets$8.4M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HOMELAND CREDIT UNION, INC. 401(K) PLAN

401k

Assets$5.1M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOMELAND CREDIT UNION, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Mixed - COMPANION LIFE INSURANCE CO

Premiums$344K
Covered lives83
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HOMELAND CREDIT UNION, INC. PENSION PLANTraditionalDB$8.4M912025
001HOMELAND CREDIT UNION, INC. 401(K) PLAN401k$5.1M712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOMELAND CREDIT UNION, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLANMixedCOMPANION LIFE INSURANCE CO$344K832025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica