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Sponsor portfolioTH

UNITED FEDERAL CREDIT UNION

EIN 38-1393400-financial services-Latest filing 2025
Plans
2
Retirement
1
$95.2M assets
Welfare
1
$451K premiums
Participants
1,724
150 HILLTOP RD - ST. JOSEPH, MI 49085269-985-1583unitedfcu.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$95.2M - 1,014 part#510Mixed-$451K - 2,501 lives

Benefits portfolio analytics

1 plan / $451K premiums / 2,501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$361K
  • Life$339K
  • Other$339K
  • Vision$91K
Total $451K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY75%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $451K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HOLMES MURPHY & ASSOCIATES99%
  • THE NULTY AGENCY INC.1%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $47K3 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

UNITED FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$95.2M
Participants1,014
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

UNITED FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$451K
Covered lives2,501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNITED FEDERAL CREDIT UNION 401(K) PLAN401k$95.2M1,0142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510UNITED FEDERAL CREDIT UNION WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$451K2,5012025
Retirement plans
Welfare plans
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