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Sponsor portfolioTH

INTERRA CREDIT UNION

EIN 35-1082578-financial services-Latest filing 2025
Plans
2
Retirement
1
$38.2M assets
Welfare
1
$122K premiums
Participants
691
300 W LINCOLN AVE - GOSHEN, IN 46526574-534-2506interracu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$38.2M - 379 part#501Mixed-$122K - 312 lives

Benefits portfolio analytics

1 plan / $122K premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$122K
  • Long-term disability$122K
  • Other$122K
Total $122K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $122K1 slice

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HUB INTERNATIONAL MIDWEST LIMITED89%
  • WATCHTOWER BENEFITS, LLC8%
  • SBR SERVICES LLC2%
Total $24K3 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

INTERRA CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$38.2M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERRA CREDIT UNION EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$122K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INTERRA CREDIT UNION 401(K) PLAN AND TRUST401k$38.2M3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERRA CREDIT UNION EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$122K3122025
Retirement plans
Welfare plans
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