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Sponsor portfolioTH

SUMMIT CREDIT UNION

EIN 39-0230585-banking-Latest filing 2025
Plans
3
Retirement
2
$139.5M assets
Welfare
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
#011401k-$117.0M - 1,231 part#001TraditionalDB-$22.5M - 872 part#510Mixed-$10.1M - 1,466 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

84%top
  • CAPITAL ACCUMULATION PLAN (#011)84%
  • UNION RETIREMENT PENSION (#001)16%
Total $139.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • CMFG LIFE INSURANCE COMPANY84%
  • (Not disclosed)16%
Total $139.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#011)1,231
  • UNION RETIREMENT PENSION (#001)872
Total 2,103Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION94%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $10.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $111K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

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

SUMMIT CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$22.5M
Participants872
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SUMMIT CREDIT UNION WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$10.1M
Covered lives1,466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
011SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN401k$117.0M1,2312024
001SUMMIT CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$22.5M8722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SUMMIT CREDIT UNION WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$10.1M1,4662025
Retirement plans
Welfare plans
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