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Sponsor portfolioTH

CAPITAL CREDIT UNION

EIN 39-0394240-banking-Latest filing 2025
Plans
2
Retirement
1
$33.1M assets
Welfare
1
$315K premiums
Participants
1,372
PO BOX 2526 - GREEN BAY, WI 54306920-494-2828capitalcu.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#033401k-$33.1M - 634 part#501Mixed-$315K - 519 lives

Benefits portfolio analytics

1 plan / $315K premiums / 519 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$169K
  • Vision$56K
  • Dental$46K
  • Long-term disability$44K
  • Life$23K
Total $315K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
  • UNITEDHEALTHCARE INSURANCE COMPANY22%
  • SUPERIOR DENTAL CARE18%
  • CARE-PLUS DENTAL PLANS, INC.14%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $315K5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MCCLONE AGENCY INC68%
  • LOCKTON COMPANIES, LLC27%
  • GALLAGHER BENEFIT SERVICES, INC.5%
  • COTTINGHAM & BUTLER0%
Total $55K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

CAPITAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$33.1M
Participants634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPITAL CREDIT UNION WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$315K
Covered lives519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
033CAPITAL CREDIT UNION 401(K) PLAN AND TRUST401k$33.1M6342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPITAL CREDIT UNION WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$315K5192025
Retirement plans
Welfare plans
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