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Sponsor portfolioTH

ADVENTURE CREDIT UNION

EIN 38-0855535-banking-Latest filing 2025
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$1.8M premiums
Participants
302
PO BOX 895 - GRAND RAPIDS, MI 49518616-243-0125adventurecu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#004CashBalance-$8.9M - 134 part#501Fully Insured-$1.8M - 253 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Life$123K
  • Short-term disability$123K
  • Long-term disability$123K
  • Other$123K
  • Dental$89K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CARE NETWORK OF MICHIGAN87%
  • DEARBORN LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA5%
  • EYEMED VISION CARE1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • BENEFITS PARTNER LLC78%
  • WALL MARTYNIEK16%
  • SPECTRUM BENEFITS LLC6%
Total $86K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ADVENTURE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$8.9M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVENTURE CREDIT UNION HEALTH AND WELFARE PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$1.8M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004ADVENTURE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$8.9M1342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVENTURE CREDIT UNION HEALTH AND WELFARE PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$1.8M2532025
Retirement plans
Welfare plans
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