Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$450K
- Life$413K
- Long-term disability$413K
- Other$413K
- Vision$101K
Filings through .
Top hat
Everwise Credit Union
EIN 35-0702986Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$100.7M assets
Health & Benefits
2
$964K premiums
Participants
2,308
110 S MAIN STREET - SOUTH BEND, IN 466011805574-234-7421
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $964K premiums / 1,212 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
EVERWISE CREDIT UNION 401(K) PLAN
401(k)
Assets$100.7M
Participants852
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
EVERWISE CREDIT UNION BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$964K
Covered lives1,212
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
EVERWISE CREDIT UNION SEVERANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | EVERWISE CREDIT UNION 401(K) PLAN | 401(k) | $100.7M | 852 | 2025 |
- #002 · 401(k) · 2025852
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | EVERWISE CREDIT UNION BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $964K | 1,212 | 2025 |
| #504 | EVERWISE CREDIT UNION SEVERANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 20251,212
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans