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Sponsor portfolioTH

UNIVERSITY OF MICHIGAN CREDIT UNION

EIN 38-1464920-banking-Latest filing 2025
Plans
2
Retirement
1
$28.7M assets
Welfare
1
$3.3M premiums
Participants
711
340 E HURON ST - ANN ARBOR, MI 48104734-662-8200umcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$28.7M - 298 part#502Fully Insured-$3.3M - 393 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 393 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$206K
  • Short-term disability$156K
  • Life$61K
  • Long-term disability$30K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CARE NETWORK OF MICHIGAN74%
  • BLUE CROSS OF CALIFORNIA12%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA6%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • BRYAN P BEGOLA60%
  • BENEFIT PARTNER LLC40%
Total $140K2 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

UNIVERSITY OF MICHIGAN CREDIT UNION 401(K) SAVINGS PLAN

401k

Assets$28.7M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNIVERSITY OF MICHIGAN CREDIT UNION

Fully Insured - BLUE CARE NETWORK

Premiums$3.3M
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSITY OF MICHIGAN CREDIT UNION 401(K) SAVINGS PLAN401k$28.7M2982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNIVERSITY OF MICHIGAN CREDIT UNIONFully InsuredBLUE CARE NETWORK$3.3M3932025
Retirement plans
Welfare plans
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