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Sponsor portfolioTH

LANDMARK CREDIT UNION

EIN 39-0203995-financial services-Latest filing 2025
Plans
3
Retirement
2
$121.6M assets
Welfare
1
$532K premiums
Participants
2,685
555 S. EXECUTIVE DRIVE - BROOKFIELD, WI 53005262-796-4500landmarkcu.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#003401k-$65.5M - 1,136 part#001TraditionalDB-$56.1M - 578 part#501Mixed-$532K - 1,576 lives

Retirement portfolio analytics

2 plans aggregated / $121.6M assets / 1,714 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CREDIT UNION 401(K) (#003)54%
  • DEFINED BENEFIT PLAN (#001)46%
Total $121.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#003)1,136
  • DEFINED BENEFIT PLAN (#001)578
Total 1,714Click row to drill in

Benefits portfolio analytics

1 plan / $532K premiums / 1,576 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$453K
  • Life$351K
  • Long-term disability$351K
  • Vision$80K
Total $532K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA66%
  • UNITED HEALTHCARE INSURANCE COMPANY19%
  • VISION SERVICE PLAN15%
Total $532K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $42K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LANDMARK CREDIT UNION 401(K) PLAN

401k

Assets$65.5M
Participants1,136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LANDMARK CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$56.1M
Participants578
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LANDMARK CREDIT UNION

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$532K
Covered lives1,576
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LANDMARK CREDIT UNION 401(K) PLAN401k$65.5M1,1362024
001LANDMARK CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$56.1M5782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LANDMARK CREDIT UNIONMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$532K1,5762025
Retirement plans
Welfare plans
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