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Sponsor portfolioTH

KOHLER CREDIT UNION

EIN 39-0402815-banking-Latest filing 2025
Plans
3
Retirement
2
$24.1M assets
Welfare
1
$196K premiums
Participants
466
5727 SUPERIOR AVENUE - SHEBOYGAN, WI 53083920-783-2446kohlercu.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$15.9M - 125 part#002401k-$8.1M - 178 part#501Mixed-$196K - 204 lives

Retirement portfolio analytics

2 plans aggregated / $24.1M assets / 303 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • DEFINED BENEFIT PLAN (#001)66%
  • PLAN AND TRUST (#002)34%
Total $24.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • (Not disclosed)66%
  • CMFG LIFE INSURANCE COMPANY34%
Total $24.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)178
  • DEFINED BENEFIT PLAN (#001)125
Total 303Click row to drill in

Benefits portfolio analytics

1 plan / $196K premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$103K
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • Dental$79K
  • Vision$14K
Total $196K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA46%
  • DELTA DENTAL OF CALIFORNIA40%
  • SUPERIOR DENTAL CARE7%
  • UNITED HEALTHCARE INSURANCE COMPANY7%
Total $196K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $22K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KOHLER CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$15.9M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KOHLER CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$8.1M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOHLER CREDIT UNION GROUP HEALTH BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$196K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KOHLER CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$15.9M1252024
002KOHLER CREDIT UNION 401(K) PLAN AND TRUST401k$8.1M1782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOHLER CREDIT UNION GROUP HEALTH BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$196K2042025
Retirement plans
Welfare plans
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