Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$431K
- Long-term disability$431K
Sponsor portfolioTH
EVERWISE CREDIT UNION
EIN 35-0702986Finance and InsuranceLatest filing 2024
Plans
3
Retirement
1
$94.1M assets
Welfare
2
$431K premiums
Participants
2,317
110 S MAIN STREET - SOUTH BEND, IN 466011805574-234-7421
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $431K premiums / 733 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- ICUL SERVICES CORPORATION100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EVERWISE CREDIT UNION 401(K) PLAN
401k
Assets$94.1M
Participants871
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EVERWISE CREDIT UNION GROUP LIFE AND DISABILITY PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$431K
Covered lives733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
EVERWISE CREDIT UNION SEVERANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EVERWISE CREDIT UNION 401(K) PLAN | 401k | $94.1M | 871 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EVERWISE CREDIT UNION GROUP LIFE AND DISABILITY PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $431K | 733 | 2024 | |
| 504 | EVERWISE CREDIT UNION SEVERANCE PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans