Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$780K
- Other$305K
- Short-term disability$254K
- Vision$243K
- Life$243K
- Long-term disability$243K
Sponsor portfolio
MAX CREDIT UNION
EIN 36-4618706financial servicesLatest filing 2025
Plans
2
Retirement
1
$57.3M assets
Welfare
1
$1.1M premiums
Participants
665
400 EASTDALE CIRCLE - MONTGOMERY, AL 36124334-215-4875mymax.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 311 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- HM LIFE INSURANCE COMPANY71%
- UNITED OF OMAHA LIFE INSURANCE COMPANY22%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- UPRISEHEALTH1%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, LLC100%
- PLANSOURCE BENEFITS ADMINISTRATION0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MAX CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$57.3M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
MAX CREDIT UNION WELFARE BENEFITS PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAX CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $57.3M | 380 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | MAX CREDIT UNION WELFARE BENEFITS PLAN | Mixed | HM LIFE INSURANCE COMPANY | $1.1M | 311 | 2025 |
Retirement plans
Welfare plans