Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$349K
- Short-term disability$349K
- Long-term disability$349K
- Other$349K
- Vision$46K
Sponsor portfolioTH
FORUM CREDIT UNION
EIN 35-0779057financial servicesLatest filing 2025
Plans
2
Retirement
1
$72.1M assets
Welfare
1
$395K premiums
Participants
708
11313 USA PKWY - FISHERS, IN 46037317-558-6000forumcu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $395K premiums / 349 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- SYMETRA LIFE INSURANCE COMPANY88%
- VISION SERVICE PLAN12%
Broker market share
Schedule A broker compensation
100%top
- LACASCIO, HADDEN & DENNIS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FORUM CREDIT UNION 401K PLAN
401k
Assets$72.1M
Participants559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#509
FORUM CREDIT UNION GROUP BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$395K
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FORUM CREDIT UNION 401K PLAN | 401k | $72.1M | 559 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | FORUM CREDIT UNION GROUP BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $395K | 349 | 2025 |
Retirement plans
Welfare plans