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Sponsor portfolioTH

CONNEXUS CREDIT UNION

EIN 39-0263945-financial services-Latest filing 2025
Plans
2
Retirement
1
$54.2M assets
Welfare
1
$11.8M premiums
Participants
1,433
2600 PINE RIDGE BOULEVARD - WAUSAU, WI 54402715-679-9399connexuscu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$54.2M - 834 part#507Mixed-$11.8M - 1,200 lives

Benefits portfolio analytics

1 plan / $11.8M premiums / 1,200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.4M
  • Prescription drug$11.4M
  • Other$377K
  • Life$283K
  • Long-term disability$283K
  • Vision$57K
Total $11.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • MEDICA INSURANCE COMPANY96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • EYEMED VISION CARE0%
  • MAGELLAN HEALTHCARE0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $11.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $366K2 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

CONNEXUS CREDIT UNION 401(K) PLAN

401k

Assets$54.2M
Participants834
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

CONNEXUS CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$11.8M
Covered lives1,200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CONNEXUS CREDIT UNION 401(K) PLAN401k$54.2M8342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507CONNEXUS CREDIT UNION HEALTH AND WELFARE PLANMixedMEDICA INSURANCE COMPANY$11.8M1,2002025
Retirement plans
Welfare plans
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