Carrier market share
Premium dollars by Schedule A carrier
100%top
- ZURICH AMERICAN INSURANCE COMPANY100%
Sponsor portfolioTH
OUCU FINANCIAL CREDIT UNION INC.
EIN 31-6040060Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$7K premiums
Participants
235
944 EAST STATE STREET - ATHENS, OH 45701740-597-2800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7K premiums / 103 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- SCHWENDEMAN AGENCY, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
OUCU FINANCIAL CREDIT UNION 401K PLAN
401k
Assets$19.8M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OUCU FINANCIAL CREDIT UNION INC. CORPORATE ACCIDENT - ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Fully Insured - ZURICH AMERICAN INSURANCE COMPANY
Premiums$7K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | OUCU FINANCIAL CREDIT UNION 401K PLAN | 401k | $19.8M | 132 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OUCU FINANCIAL CREDIT UNION INC. CORPORATE ACCIDENT - ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | Fully Insured | ZURICH AMERICAN INSURANCE COMPANY | $7K | 103 | 2025 |
Retirement plans
Welfare plans