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Sponsor portfolioTH

INDIANA UNIVERSITY CREDIT UNION

EIN 35-0987917-Finance and Insurance-Latest filing 2025
Plans
4
Retirement
1
$61.7M assets
Welfare
3
$131K premiums
Participants
879
105 EAST WINSLOW - BLOOMINGTON, IN 47401812-855-7823
Plans on this EIN
4 filings
#002401k-$61.7M - 260 part#502Fully Insured-$68K - 217 lives#504Fully Insured-$63K - 217 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $131K premiums / 434 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$68K
  • Other$68K
  • Long-term disability$63K
Total $131K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $131K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ENROLLEASE71%
  • TOTALIS BENEFITS24%
  • NFP INSURANCE SERVICES INC6%
Total $28K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INDIANA UNIVERSITY CREDIT UNION 401(K) PLAN

401k

Assets$61.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INDIANA UNIVERSITY CREDIT UNION EMPLOYEE LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$68K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

INDIANA UNIVERSITY CREDIT UNION DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$63K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INDIANA UNIVERSITY CREDIT UNION 401(K) PLAN401k$61.7M2602025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INDIANA UNIVERSITY CREDIT UNION EMPLOYEE LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$68K2172025
504INDIANA UNIVERSITY CREDIT UNION DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$63K2172025
501INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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