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Sponsor portfolioTH

REVITY CREDIT UNION

EIN 37-0646488-banking-Latest filing 2025
Plans
3
Retirement
2
$8.3M assets
Welfare
1
$170K premiums
Participants
252
3970 MARYVILLE RD - GRANITE CITY, IL 620404179618-797-7993revitycu.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002401k-$5.7M - 57 part#003401k-$2.5M - 53 part#501Fully Insured-$170K - 130 lives

Retirement portfolio analytics

2 plans aggregated / $8.3M assets / 110 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN AND TRUST (#002)69%
  • PLAN & TRUST (#003)31%
Total $8.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)57
  • PLAN & TRUST (#003)53
Total 110Click row to drill in

Benefits portfolio analytics

1 plan / $170K premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$89K
  • Life$74K
  • Short-term disability$51K
  • Long-term disability$51K
  • Other$22K
  • Vision$7K
Total $170K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • DELTA DENTAL OF CALIFORNIA52%
  • PRINCIPAL LIFE INSURANCE COMPANY30%
  • DEARBORN LIFE INSURANCE COMPANY13%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $170K4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • STUMM INSURANCE LLC89%
  • CENTRO BENEFITS RESEARCH LLC11%
Total $24K2 slices

Plan deep-dives

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

REVITY CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$5.7M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

REVITY CREDIT UNION HOURLY EMPLOYEES 401(K) PLAN & TRUST

401k

Assets$2.5M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REVITY CREDIT UNION LIFE INSURANCE PLAN

Fully Insured - DELTA DENTAL OF ILLINOIS

Premiums$170K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002REVITY CREDIT UNION 401(K) PLAN AND TRUST401k$5.7M572024
003REVITY CREDIT UNION HOURLY EMPLOYEES 401(K) PLAN & TRUST401k$2.5M532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REVITY CREDIT UNION LIFE INSURANCE PLANFully InsuredDELTA DENTAL OF ILLINOIS$170K1302025
Retirement plans
Welfare plans
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