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  2. Summit Credit Union
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Summit Credit Union

EIN 39-0230585-banking-Latest filing 2025
Plans
3
Retirement
2
$139.5M assets
Health & Benefits
1
$10.1M premiums
Participants
2,972
1709 LANDMARK DRIVE - COTTAGE GROVE, WI 53527608-243-5000summitcreditunion.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#011401(k)-$117.0M - 1,231 part#001Traditional DB-$22.5M - 872 part#510Mixed-$10.1M - 1,466 lives

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

Retirement portfolio analytics

2 plans aggregated / $139.5M assets / 2,103 participants

Assets by plan

Share of aggregate retirement assets

  • CAPITAL ACCUMULATION PLAN (#011)$117.0M
  • UNION RETIREMENT PENSION (#001)$22.5M
Total $139.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CUNA MUTUAL$117.0M
  • (Not disclosed)$22.5M
Total $139.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#011)1,231
  • UNION RETIREMENT PENSION (#001)872
Total 2,103Select a row to open it

Benefits portfolio analytics

1 plan / $10.1M premiums / 1,466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.5M
  • Prescription drug$9.5M
  • Life$480K
  • Long-term disability$480K
  • Other$480K
  • Vision$88K
Total $10.1M6 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#011

SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k)

Assets$117.0M
Participants1,231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SUMMIT CREDIT UNION RETIREMENT PENSION PLAN

Traditional DB

Assets$22.5M
Participants872
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

SUMMIT CREDIT UNION WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$10.1M
Covered lives1,466
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#011SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN401(k)$117.0M1,2312024
#001SUMMIT CREDIT UNION RETIREMENT PENSION PLANTraditional DB$22.5M8722024
  • SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN$117.0M
    #011 · 401(k) · 20241,231
  • SUMMIT CREDIT UNION RETIREMENT PENSION PLAN$22.5M
    #001 · Traditional DB · 2024872

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510SUMMIT CREDIT UNION WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$10.1M1,4662025
  • SUMMIT CREDIT UNION WRAP PLAN$10.1M
    #510 · Mixed · QUARTZ HEALTH BENEFIT PLANS CORPORATION · 20251,466
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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