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Sponsor portfolioTH

CONSUMERS CREDIT UNION

EIN 36-1936022-banking-Latest filing 2025
Plans
3
Retirement
2
$271.3M assets
Welfare
1
$6.6M premiums
Participants
1,676
300 N FIELD DR. - LAKE FOREST, IL 60045847-386-9841myconsumers.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$227.4M - 568 part#002401k-$43.9M - 568 part#506Fully Insured-$6.6M - 820 lives

Retirement portfolio analytics

2 plans aggregated / $271.3M assets / 1,136 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PLAN AND TRUST (#001)84%
  • PLAN AND TRUST (#002)16%
Total $271.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • (Not disclosed)84%
  • CMFG LIFE INSURANCE COMPANY16%
Total $271.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)568
  • PLAN AND TRUST (#002)568
Total 1,136Click row to drill in

Benefits portfolio analytics

1 plan / $6.6M premiums / 820 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Dental$6.1M
  • Other$472K
  • Life$464K
  • Short-term disability$416K
  • Long-term disability$416K
  • +1 more
Total $6.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • EYEMED VISION CARE1%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $6.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • LINDA COLLEEN LAMB0%
  • MARY TURLEY0%
Total $136K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONSUMERS CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$227.4M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONSUMERS CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$43.9M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

CONSUMERS CREDIT UNION HEALTH BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.6M
Covered lives820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONSUMERS CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$227.4M5682024
002CONSUMERS CREDIT UNION 401(K) PLAN AND TRUST401k$43.9M5682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506CONSUMERS CREDIT UNION HEALTH BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$6.6M8202025
Retirement plans
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