Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.2M
- Life$184K
- Short-term disability$184K
- Long-term disability$183K
- Vision$52K
- Other$31K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans / $1.5M premiums / 560 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Self-funded
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CREDIT UNION 1 401(K) RETIREMENT PLAN | 401(k) | $44.2M | 691 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE CREDIT UNION 1 EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.5M | 560 | 2025 |
| #511 | THE CREDIT UNION 1 EMPLOYEE DENTAL BENEFITS PLAN | Self-funded | - | $0 | 0 | 2025 |