Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
IH CREDIT UNION
EIN 31-0502711bankingLatest filing 2025
Plans
5
Retirement
2
$8.6M assets
Welfare
3
$382K premiums
Participants
140
5000 URBANA RD - SPRINGFIELD, OH 455029069937-390-1800ihcreditunion.comLinkedIn11-50 employeesbanking
Retirement portfolio analytics
2 plans aggregated / $8.6M assets / 94 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $382K premiums / 46 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$397K
- Life$2K
- Other$2K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- HCC LIFE INSURANCE COMPANY100%
- MEDICAL BENEFITS MUTUAL0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
IH CREDIT UNION -- NON-UNION CAPITAL ACCUMULATION PLAN
401k
Assets$5.6M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033
IH CREDIT UNION -- UNION CAPITAL ACCUMULATION PLAN
401k
Assets$2.9M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IH CREDIT UNION, INC. EMPLOYEE HEALTH BENEFIT PLAN
Mixed - THE NORTH RIVER INSURANCE COMPANY
Premiums$243K
Covered lives28
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
IH CREDIT UNION, INC. NON-UNION EMPLOYEE HEALTH BENEFIT PLAN
Mixed - THE NORTH RIVER INSURANCE COMPANY
Premiums$139K
Covered lives16
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
IH CREDIT UNION, INC. SENIOR MANAGEMENT EMPLOYEE HEALTH BENEFIT PLAN
Mixed - MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO.
Premiums$54
Covered lives2
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | IH CREDIT UNION -- NON-UNION CAPITAL ACCUMULATION PLAN | 401k | $5.6M | 54 | 2025 | |
| 033 | IH CREDIT UNION -- UNION CAPITAL ACCUMULATION PLAN | 401k | $2.9M | 40 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IH CREDIT UNION, INC. EMPLOYEE HEALTH BENEFIT PLAN | Mixed | THE NORTH RIVER INSURANCE COMPANY | $243K | 28 | 2025 | |
| 502 | IH CREDIT UNION, INC. NON-UNION EMPLOYEE HEALTH BENEFIT PLAN | Mixed | THE NORTH RIVER INSURANCE COMPANY | $139K | 16 | 2025 | |
| 503 | IH CREDIT UNION, INC. SENIOR MANAGEMENT EMPLOYEE HEALTH BENEFIT PLAN | Mixed | MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. | $54 | 2 | 2025 |
Retirement plans
Welfare plans