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Sponsor portfolioTH

BEACON CREDIT UNION

EIN 35-6025844-financial services-Latest filing 2025
Plans
3
Retirement
2
$51.4M assets
Welfare
1
$209K premiums
Participants
975
641 SOUTH MIAMI STREET - WABASH, IN 46992260-563-7443beaconcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#002CashBalance-$35.5M - 317 part#003401k-$16.0M - 291 part#502Fully Insured-$209K - 367 lives

Retirement portfolio analytics

2 plans aggregated / $51.4M assets / 608 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN AND TRUST (#002)69%
  • PLAN AND TRUST (#003)31%
Total $51.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)317
  • PLAN AND TRUST (#003)291
Total 608Click row to drill in

Benefits portfolio analytics

1 plan / $209K premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$209K
  • Short-term disability$209K
  • Long-term disability$209K
Total $209K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $209K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ICUL SERVICES CORPORATION100%
Total $39K1 slice

Plan deep-dives

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

BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$35.5M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

BEACON CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$16.0M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BEACON CREDIT UNION GROUP LIFE AND DISABILTY PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$209K
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$35.5M3172024
003BEACON CREDIT UNION 401(K) PLAN AND TRUST401k$16.0M2912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BEACON CREDIT UNION GROUP LIFE AND DISABILTY PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$209K3672025
Retirement plans
Welfare plans
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