Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Prescription drug$3.1M
- Other$415K
- Life$244K
- Short-term disability$244K
- Long-term disability$244K
- +2 more
Sponsor portfolioTH
CREDIT UNION ONE
EIN 38-0536242bankingLatest filing 2025
Plans
2
Retirement
1
$30.6M assets
Welfare
1
$3.8M premiums
Participants
736
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 634 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- BLUE CROSS OF CALIFORNIA47%
- BLUE CARE NETWORK OF MICHIGAN35%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- DELTA DENTAL OF CALIFORNIA6%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
37%top
- KIMBERLY PERKINS37%
- GALLAGHER BENEFIT SERVICES, INC.30%
- KATHLEEN BURNS20%
- CAMBRIDGE CONSULTING GROUP LLC9%
- CENTRO BENEFITS RESEARCH LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
CREDIT UNION ONE CAPITAL ACCUMULATION PLAN
401k
Assets$30.6M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CREDIT UNION ONE HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$3.8M
Covered lives634
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | CREDIT UNION ONE CAPITAL ACCUMULATION PLAN | 401k | $30.6M | 415 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CREDIT UNION ONE HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $3.8M | 634 | 2025 |
Retirement plans
Welfare plans