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  1. Companies/
  2. Landmark Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Landmark Credit Union

EIN 39-0203995-financial services-Latest filing 2025
Plans
3
Retirement
2
$144.7M assets
Health & Benefits
1
$532K premiums
Participants
2,673
555 S. EXECUTIVE DRIVE - BROOKFIELD, WI 53005262-796-4500landmarkcu.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#003401(k)-$80.7M - 1,156 part#001Traditional DB-$64.0M - 546 part#501Mixed-$532K - 1,576 lives

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

Retirement portfolio analytics

2 plans aggregated / $144.7M assets / 1,702 participants

Assets by plan

Share of aggregate retirement assets

  • CREDIT UNION 401(K) (#003)$80.7M
  • DEFINED BENEFIT PLAN (#001)$64.0M
Total $144.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#003)1,156
  • DEFINED BENEFIT PLAN (#001)546
Total 1,702Select a row to open it

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
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Plan summaries

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

Retirement#003

LANDMARK CREDIT UNION 401(K) PLAN

401(k)

Assets$80.7M
Participants1,156
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

LANDMARK CREDIT UNION DEFINED BENEFIT PLAN

Traditional DB

Assets$64.0M
Participants546
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LANDMARK CREDIT UNION

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$532K
Covered lives1,576
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003LANDMARK CREDIT UNION 401(K) PLAN401(k)$80.7M1,1562025
#001LANDMARK CREDIT UNION DEFINED BENEFIT PLANTraditional DB$64.0M5462025
  • LANDMARK CREDIT UNION 401(K) PLAN$80.7M
    #003 · 401(k) · 20251,156
  • LANDMARK CREDIT UNION DEFINED BENEFIT PLAN$64.0M
    #001 · Traditional DB · 2025546

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LANDMARK CREDIT UNIONMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$532K1,5762025
  • LANDMARK CREDIT UNION$532K
    #501 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20251,576
Retirement plans
Health & Benefits plans

On this page

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