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Sponsor portfolio

CREDIT UNION 1

EIN 37-0767435-financial services-Latest filing 2024
Plans
3
Retirement
1
$31.3M assets
Welfare
2
$981K premiums
Participants
1,082
200 E. CHAMPAIGN AVE - RANTOUL, IL 61866800-252-6950creditunion1.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$31.3M - 475 part#501Mixed-$981K - 334 lives#511Self Funded-0 lives

Benefits portfolio analytics

2 plans / $981K premiums / 334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$807K
  • Life$171K
  • Long-term disability$125K
  • Other$117K
  • Short-term disability$70K
Total $981K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA78%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • SYMETRA LIFE INSURANCE COMPANY6%
  • AETNA LIFE INSURANCE COMPANY4%
Total $981K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HUB INTERNATIONAL MIDWEST LIMITED99%
  • JAMES R NELLIGAN & ASSOCIATES LLC1%
  • KANTNER, ROBERT L0%
Total $137K3 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

CREDIT UNION 1 401(K) RETIREMENT PLAN

401k

Assets$31.3M
Participants475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CREDIT UNION 1 EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$981K
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

THE CREDIT UNION 1 EMPLOYEE DENTAL BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CREDIT UNION 1 401(K) RETIREMENT PLAN401k$31.3M4752024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CREDIT UNION 1 EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$981K3342024
511THE CREDIT UNION 1 EMPLOYEE DENTAL BENEFITS PLANSelf Funded-$002024
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