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
Filings through .
Top hat
Forum Credit Union
EIN 35-0779057financial servicesLatest filing 2025
Plans
2
Retirement
1
$72.1M assets
Health & Benefits
1
$395K premiums
Participants
708
11313 USA PKWY - FISHERS, IN 46037317-558-6000forumcu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $395K premiums / 349 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
FORUM CREDIT UNION 401K PLAN
401(k)
Assets$72.1M
Participants559
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509
FORUM CREDIT UNION GROUP BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$395K
Covered lives349
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FORUM CREDIT UNION 401K PLAN | 401(k) | $72.1M | 559 | 2025 |
- #002 · 401(k) · 2025559
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #509 | FORUM CREDIT UNION GROUP BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $395K | 349 | 2025 |
- #509 · Mixed · SYMETRA LIFE INSURANCE COMPANY · 2025349
Retirement plans
Health & Benefits plans