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Sponsor portfolioTH

CREDIT UNIONS CHARTERED IN STATE OF MICH 1027 CONSUMERS CREDIT UNION

EIN 38-1438667-banking-Latest filing 2025
Plans
2
Retirement
1
$50.2M assets
Welfare
1
$3.9M premiums
Participants
944
7200 ELM VALLEY DRIVE - KALAMAZOO, MI 490097444269-345-7804consumerscu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$50.2M - 497 part#501Mixed-$3.9M - 865 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 865 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Dental$371K
  • Other$157K
  • Life$156K
  • Long-term disability$68K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • DELTA DENTAL OF CALIFORNIA9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE1%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • THE NULTY AGENCY INC.93%
  • CENTRO BENEFITS RESEARCH LLC4%
  • MARSH & MCLENNAN AGENCY LLC3%
Total $192K3 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

CONSUMERS CREDIT UNION 401(K) SAVINGS PLAN

401k

Assets$50.2M
Participants497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONSUMERS CREDIT UNION INSURANCE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$3.9M
Covered lives865
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONSUMERS CREDIT UNION 401(K) SAVINGS PLAN401k$50.2M4972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONSUMERS CREDIT UNION INSURANCE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MICHIGAN$3.9M8652025
Retirement plans
Welfare plans
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