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Sponsor portfolioTH

NUMARK CREDIT UNION

EIN 36-6006909-financial services-Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$2.2M premiums
Participants
341
1654 TERRY DR - JOLIET, IL 604369539630-792-2928numarkcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$19.7M - 206 part#504Fully Insured-$2.2M - 219 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Vision$158K
  • Life$158K
  • Short-term disability$158K
  • Long-term disability$158K
  • Other$158K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DEARBORN LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA5%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STUMM INSURANCE LLC100%
Total $118K1 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

NUMARK CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$19.7M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

NUMARK CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$2.2M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NUMARK CREDIT UNION 401(K) PLAN AND TRUST401k$19.7M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504NUMARK CREDIT UNION WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$2.2M2192025
Retirement plans
Welfare plans
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