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
Filings through .
Max Credit Union
EIN 36-4618706financial servicesLatest filing 2025
Plans
2
Retirement
1
$64.6M assets
Health & Benefits
1
$1.1M premiums
Participants
673
400 EASTDALE CIRCLE - MONTGOMERY, AL 36117334-260-2600mymax.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.1M premiums / 311 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MAX CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k)
Assets$64.6M
Participants388
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
MAX CREDIT UNION WELFARE BENEFITS PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives311
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MAX CREDIT UNION CAPITAL ACCUMULATION PLAN | 401(k) | $64.6M | 388 | 2025 |
- #002 · 401(k) · 2025388
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | MAX CREDIT UNION WELFARE BENEFITS PLAN | Mixed | HM LIFE INSURANCE COMPANY | $1.1M | 311 | 2025 |
- #503 · Mixed · HM LIFE INSURANCE COMPANY · 2025311
Retirement plans
Health & Benefits plans