PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Dort Financial Credit Union
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Dort Financial Credit Union

EIN 38-1440283-financial services-Latest filing 2025
Plans
2
Retirement
1
$47.8M assets
Health & Benefits
1
$4.0M premiums
Participants
781
9048 HOLLY RD. - GRAND BLANC, MI 48439810-767-8390dortonline.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401(k)-$47.8M - 415 part#501Fully insured-$4.0M - 630 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $4.0M premiums / 630 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Life$500K
  • Short-term disability$500K
  • Long-term disability$500K
  • Other$500K
  • Dental$320K
  • +1 more
Total $4.0M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

DORT FINANCIAL CREDIT UNION EMPLOYEES DEFERRED COMPENSATION PLAN

401(k)

Assets$47.8M
Participants415
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DORT FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN

Fully insured - PRIORITY HEALTH

Premiums$4.0M
Covered lives630
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002DORT FINANCIAL CREDIT UNION EMPLOYEES DEFERRED COMPENSATION PLAN401(k)$47.8M4152025
  • DORT FINANCIAL CREDIT UNION EMPLOYEES DEFERRED COMPENSATION PLAN$47.8M
    #002 · 401(k) · 2025415

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DORT FINANCIAL CREDIT UNION WELFARE BENEFIT PLANFully insuredPRIORITY HEALTH$4.0M6302025
  • DORT FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN$4.0M
    #501 · Fully insured · PRIORITY HEALTH · 2025630
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica